West Bancorporation’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

West Bancorporation’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 Q2	–	Sell	-1,275	Closed	-$48K	–	299
2022 Q1	$48K	Hold	1,275	–	–	0.03%	178
2021 Q4	$45K	Buy	+1,275	New	+$43.5K	0.04%	169
2020 Q3	$33K	Hold	1,275	–	–	0.04%	156
2020 Q2	$32K	Hold	1,275	–	–	0.04%	153
2020 Q1	$28K	Hold	1,275	–	–	0.04%	158
2019 Q4	$42K	Buy	+1,275	New	+$40.6K	0.04%	146

Other funds holding FDL

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

West Bancorporation's FDL Position: Q2 2022 in Review

West Bancorporation sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2022, closing a stake of 1,275 shares — an estimated $48K sold.

West Bancorporation first reported a position in FDL in Q4 2019 and held it in 6 quarters. The position peaked at $48K in Q1 2022. 285 funds tracked by Wall St. Rank hold FDL as of Q2 2022.

West Bancorporation reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2022 after selling out during the quarter.
West Bancorporation sold 1,275 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2022, an estimated $48K.
West Bancorporation first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 6 quarters.
West Bancorporation's First Trust Morningstar Dividend Leaders Index Fund position peaked at $48K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2022.

Based on West Bancorporation's 13F filing for Q2 2022, filed 15 Jul 2022.