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WFA Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

WFA Asset 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
2022
Q4 		– Sell
-300
Closed -$9.64K – 232
2022
Q3 		$9.64K Buy
+300
New +$10.7K 0.01% 158

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WFA Asset Management's FDL Position: Q4 2022 in Review

WFA Asset Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 300 shares — an estimated $9.64K sold.

WFA Asset Management first reported a position in FDL in Q3 2022 and held it in 1 quarter. The position peaked at $9.64K in Q3 2022. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

  • WFA Asset Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
  • WFA Asset Management sold 300 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $9.64K.
  • WFA Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and held it in 1 quarter.
  • WFA Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9.64K in Q3 2022.
  • 358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on WFA Asset Management's 13F filing for Q4 2022, filed 13 Oct 2023.