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

Zions 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
2024
Q3 		– Sell
-5,400
Closed -$205K – 886
2024
Q2 		$205K Buy
+5,400
New +$205K 0.02% 324

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Zions Bancorporation's FDL Position: Q3 2024 in Review

Zions Bancorporation sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2024, closing a stake of 5,400 shares — an estimated $205K sold.

Zions Bancorporation first reported a position in FDL in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 371 funds tracked by Wall St. Rank hold FDL as of Q3 2024.

  • Zions Bancorporation reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 5,400 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2024, an estimated $205K.
  • Zions Bancorporation first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 1 quarter.
  • Zions Bancorporation's First Trust Morningstar Dividend Leaders Index Fund position peaked at $205K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.