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Wintrust Investments’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wintrust Investments’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
Q4 		$25K Buy
637
+126
+25% +$5.29K 0.02% 356
2024
Q3 		$21K Buy
+511
New +$20.6K 0.02% 473
2021
Q2 		– Sell
-13,881
Closed -$454K – 425
2021
Q1 		$454K Buy
+13,881
New +$431K 0.05% 272
2020
Q3 		– Sell
-21,098
Closed -$535K – 359
2020
Q2 		$535K Sell
21,098
-6,288
-23% -$157K 0.07% 179
2020
Q1 		$612K Buy
27,386
+3,058
+13% +$88.2K 0.1% 144
2019
Q4 		$793K Buy
24,328
+2,832
+13% +$90.1K 0.11% 144
2019
Q3 		$667K Buy
21,496
+141
+0.7% +$4.31K 0.1% 164
2019
Q2 		$654K Buy
21,355
+3,296
+18% +$99.6K 0.1% 163
2019
Q1 		$545K Buy
18,059
+686
+4% +$19.9K 0.09% 189
2018
Q4 		$473K Sell
17,373
-3,363
-16% -$97.7K 0.09% 190
2018
Q3 		$618K Sell
20,736
-18,157
-47% -$534K 0.1% 187
2018
Q2 		$1.11M Sell
38,893
-5,069
-12% -$144K 0.19% 105
2018
Q1 		$1.24M Buy
43,962
+168
+0.4% +$4.94K 0.31% 66
2017
Q4 		$1.32M Buy
43,794
+791
+2% +$23.3K 0.31% 74
2017
Q3 		$1.25M Buy
43,003
+997
+2% +$28.3K 0.32% 70
2017
Q2 		$1.18M Buy
42,006
+13,254
+46% +$378K 0.31% 75
2017
Q1 		$828K Buy
28,752
+12,916
+82% +$369K 0.24% 100
2016
Q4 		$440K Buy
+15,836
New +$430K 0.18% 113

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wintrust Investments's FDL Position: Q4 2024 in Review

Wintrust Investments increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 25% in Q4 2024, buying an estimated $5.29K and bringing the position to 637 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #356.

Wintrust Investments first reported a position in FDL in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2017. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Wintrust Investments held 637 shares of First Trust Morningstar Dividend Leaders Index Fund worth $25K as of Q4 2024.
  • Wintrust Investments bought 126 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $5.29K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #356 holding.
  • Wintrust Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2016 and has held it in 18 quarters since.
  • Wintrust Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.32M in Q4 2017.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.