American Institute for Advanced Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

American Institute for Advanced Investment 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
2020 Q2	–	Sell	-42,064	Closed	-$939K	–	97
2020 Q1	$939K	Sell	42,064 -16,446	-28%	-$474K	1.02%	34
2019 Q4	$1.91M	Buy	+58,510	New	+$1.86M	1.84%	17

Other funds holding FDL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Institute for Advanced Investment Management's FDL Position: Q2 2020 in Review

American Institute for Advanced Investment Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2020, closing a stake of 42,064 shares — an estimated $939K sold.

American Institute for Advanced Investment Management first reported a position in FDL in Q4 2019 and held it in 2 quarters. The position peaked at $1.91M in Q4 2019. 177 funds tracked by Wall St. Rank hold FDL as of Q2 2020.

American Institute for Advanced Investment Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2020 after selling out during the quarter.
American Institute for Advanced Investment Management sold 42,064 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2020, an estimated $939K.
American Institute for Advanced Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 2 quarters.
American Institute for Advanced Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.91M in Q4 2019.
177 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2020.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2020, filed 20 Jul 2020.