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Winch Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Winch Advisory Services’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
2024
Q2 		– Sell
-101
Closed -$3.88K – 459
2024
Q1 		$3.88K Buy
+101
New +$3.7K ﹤0.01% 328

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 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

Winch Advisory Services's FDL Position: Q2 2024 in Review

Winch Advisory Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2024, closing a stake of 101 shares — an estimated $3.88K sold.

Winch Advisory Services first reported a position in FDL in Q1 2024 and held it in 1 quarter. The position peaked at $3.88K in Q1 2024. 354 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

  • Winch Advisory Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 101 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2024, an estimated $3.88K.
  • Winch Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 1 quarter.
  • Winch Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.88K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.