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Bellwether Investment Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-2,883
Closed -$80K – 828
2016
Q4 		$80K Buy
+2,883
New +$78.2K 0.07% 224
2016
Q2 		$76K Buy
+2,842
New +$73.7K 0.08% 198

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bellwether Investment Group's FDL Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2017, closing a stake of 2,883 shares — an estimated $80K sold.

Bellwether Investment Group first reported a position in FDL in Q2 2016 and held it in 2 quarters. The position peaked at $80K in Q4 2016. 138 funds tracked by Wall St. Rank hold FDL as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,883 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2017, an estimated $80K.
  • Bellwether Investment Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $80K in Q4 2016.
  • 138 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.