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Baird’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Baird’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
2014
Q4 		– Sell
-10,690
Closed -$250K – 1293
2014
Q3 		$250K Buy
+10,690
New +$254K ﹤0.01% 1016

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baird's FDL Position: Q4 2014 in Review

Baird sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2014, closing a stake of 10,690 shares — an estimated $250K sold.

Baird first reported a position in FDL in Q3 2014 and held it in 1 quarter. The position peaked at $250K in Q3 2014. 87 funds tracked by Wall St. Rank hold FDL as of Q4 2014.

  • Baird reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2014 after selling out during the quarter.
  • Baird sold 10,690 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2014, an estimated $250K.
  • Baird first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2014 and held it in 1 quarter.
  • Baird's First Trust Morningstar Dividend Leaders Index Fund position peaked at $250K in Q3 2014.
  • 87 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2014.

Based on Baird's 13F filing for Q4 2014, filed 12 Feb 2015.