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Waldron Private Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Waldron Private Wealth’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
2020
Q2 		– Sell
-10,000
Closed -$223K – 266
2020
Q1 		$223K Buy
+10,000
New +$288K 0.02% 212

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Waldron Private Wealth's FDL Position: Q2 2020 in Review

Waldron Private Wealth sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2020, closing a stake of 10,000 shares — an estimated $223K sold.

Waldron Private Wealth first reported a position in FDL in Q1 2020 and held it in 1 quarter. The position peaked at $223K in Q1 2020. 177 funds tracked by Wall St. Rank hold FDL as of Q2 2020.

  • Waldron Private Wealth reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 10,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2020, an estimated $223K.
  • Waldron Private Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and held it in 1 quarter.
  • Waldron Private Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $223K in Q1 2020.
  • 177 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.