Avantax Planning Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,229	Closed	-$37K	–	581
2018 Q3	$37K	Buy	+1,229	New	+$36.2K	﹤0.01%	552
2018 Q2	–	Sell	-1,229	Closed	-$35K	–	631
2018 Q1	$35K	Buy	+1,229	New	+$36.1K	﹤0.01%	599

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

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

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

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

JIP

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avantax Planning Partners's FDL Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2018, closing a stake of 1,229 shares — an estimated $37K sold.

Avantax Planning Partners first reported a position in FDL in Q1 2018 and held it in 2 quarters. The position peaked at $37K in Q3 2018. 169 funds tracked by Wall St. Rank hold FDL as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,229 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2018, an estimated $37K.
Avantax Planning Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $37K in Q3 2018.
169 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.