Ancora Family Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$1.24M	Buy	45,380 +738	+2%	+$20.2K	0.42%	72
2016 Q2	$1.2M	Sell	44,642 -108	-0.2%	-$2.8K	0.45%	65
2016 Q1	$1.15M	Buy	44,750 +941	+2%	+$22.8K	0.47%	68
2015 Q4	$1.04M	Sell	43,809 -2,226	-5%	-$52.6K	0.44%	70
2015 Q3	$1.02M	Buy	+46,035	New	+$1.04M	0.42%	73

Other funds holding FDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

RJA

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Ancora Family Wealth Advisors's FDL Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.7% in Q3 2016, buying an estimated $20.2K and bringing the position to 45,380 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #72.

Ancora Family Wealth Advisors first reported a position in FDL in Q3 2015 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold FDL as of Q3 2016.

Ancora Family Wealth Advisors held 45,380 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.24M as of Q3 2016.
Ancora Family Wealth Advisors bought 738 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2016, an estimated $20.2K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.42% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #72 holding.
Ancora Family Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2015 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.