BRF
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B. Riley Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

B. Riley Financial’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
Q1 		– Sell
-37,065
Closed -$1.11M – 307
2017
Q4 		$1.11M Sell
37,065
-19,196
-34% -$565K 0.29% 79
2017
Q3 		$1.63M Buy
+56,261
New +$1.6M 0.45% 54

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

B. Riley Financial's FDL Position: Q1 2018 in Review

B. Riley Financial sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2018, closing a stake of 37,065 shares — an estimated $1.11M sold.

B. Riley Financial first reported a position in FDL in Q3 2017 and held it in 2 quarters. The position peaked at $1.63M in Q3 2017. 161 funds tracked by Wall St. Rank hold FDL as of Q1 2018.

  • B. Riley Financial reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2018 after selling out during the quarter.
  • B. Riley Financial sold 37,065 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2018, an estimated $1.11M.
  • B. Riley Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2017 and held it in 2 quarters.
  • B. Riley Financial's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.63M in Q3 2017.
  • 161 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2018.

Based on B. Riley Financial's 13F filing for Q1 2018, filed 4 May 2018.