WWMSC
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Wagner Wealth Management (South Carolina)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,054
Closed -$162K – 411
2022
Q3 		$162K Buy
5,054
+1,903
+60% +$68K 0.12% 112
2022
Q2 		$111K Buy
+3,151
New +$118K 0.09% 138
2022
Q1 		– Sell
-1,335
Closed -$47K – 364
2021
Q4 		$47K Hold
1,335
– – 0.04% 264
2021
Q3 		$45K Sell
1,335
-150
-10% -$5.03K 0.04% 253
2021
Q2 		$49K Sell
1,485
-508
-25% -$17.3K 0.04% 256
2021
Q1 		$65K Buy
+1,993
New +$61.8K 0.05% 208
2018
Q3 		$15K Sell
508
-345
-40% -$10.2K 0.01% 372
2018
Q2 		$24K Hold
853
– – 0.02% 297
2018
Q1 		$24K Hold
853
– – 0.02% 273
2017
Q4 		$26K Buy
+853
New +$25.1K 0.02% 272

Other funds holding FDL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return