WealthPLAN Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

WealthPLAN Partners’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	-2,842	Closed	-$96.6K	–	567
2023 Q2	$96.6K	Sell	2,842 -998	-26%	-$34.6K	0.01%	407
2023 Q1	$136K	Buy	+3,840	New	+$140K	0.02%	367
2022 Q1	$412K	Buy	11,268 +145	+1%	+$5.29K	0.03%	275
2021 Q4	$404K	Buy	11,123 +2	+0%	+$68	0.03%	274
2021 Q3	$378K	Sell	11,121 -8,850	-44%	-$297K	0.03%	287
2021 Q2	$678K	Buy	19,971 +1	+0%	+$34	0.05%	199
2021 Q1	$688K	Buy	19,970 +1	+0%	+$31	0.05%	188
2020 Q4	$605K	Sell	19,969 -2,099	-10%	-$59.3K	0.05%	192
2020 Q3	$619K	Sell	22,068 -1,398	-6%	-$37K	0.06%	171
2020 Q2	$638K	Sell	23,466 -5,005	-18%	-$125K	0.07%	158
2020 Q1	$674K	Sell	28,471 -2,799	-9%	-$80.7K	0.09%	130
2019 Q4	$1M	Buy	31,270 +3,773	+14%	+$120K	0.12%	109
2019 Q3	$888K	Buy	+27,497	New	+$840K	0.12%	113
2017 Q2	–	Sell	-490	Closed	-$14.1K	–	260
2017 Q1	$14.1K	Buy	+490	New	+$14K	0.05%	222
2016 Q3	$204K	Sell	7,580 -5,022	-40%	-$137K	0.07%	146
2016 Q2	$195K	Buy	+12,602	New	+$327K	0.03%	387
2015 Q4	$189K	Buy	+23,449	New	+$554K	0.03%	278
2015 Q2	$669K	Sell	29,351 -68,678	-70%	-$1.63M	0.29%	43
2015 Q1	$2.28M	Buy	+98,029	New	+$2.34M	1.06%	20

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's FDL Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2023, closing a stake of 2,842 shares — an estimated $96.6K sold.

WealthPLAN Partners first reported a position in FDL in Q1 2015 and held it in 19 quarters. The position peaked at $2.28M in Q1 2015. 347 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,842 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $96.6K.
WealthPLAN Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2015 and held it in 19 quarters.
WealthPLAN Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.28M in Q1 2015.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.