WIM
FDL icon

WealthPlan Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-67
Closed -$2.28K – 222
2023
Q2 		$2.28K Hold
67
– – ﹤0.01% 317
2023
Q1 		$2.38K Buy
+67
New +$2.45K ﹤0.01% 389
2022
Q1 		$412K Buy
+11,268
New +$411K 0.03% 275

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPlan Investment Management's FDL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2023, closing a stake of 67 shares — an estimated $2.28K sold.

WealthPlan Investment Management first reported a position in FDL in Q1 2022 and held it in 3 quarters. The position peaked at $412K in Q1 2022. 349 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 67 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $2.28K.
  • WealthPlan Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $412K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.