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Brown Brothers Harriman & Co’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Brown Brothers Harriman & Co’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
Q2 		– Sell
-2,000
Closed -$58K – 776
2017
Q1 		$58K Buy
+2,000
New +$57.1K ﹤0.01% 469

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
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Brown Brothers Harriman & Co's FDL Position: Q2 2017 in Review

Brown Brothers Harriman & Co sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2017, closing a stake of 2,000 shares — an estimated $58K sold.

Brown Brothers Harriman & Co first reported a position in FDL in Q1 2017 and held it in 1 quarter. The position peaked at $58K in Q1 2017. 136 funds tracked by Wall St. Rank hold FDL as of Q2 2017.

  • Brown Brothers Harriman & Co reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2017 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 2,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2017, an estimated $58K.
  • Brown Brothers Harriman & Co first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's First Trust Morningstar Dividend Leaders Index Fund position peaked at $58K in Q1 2017.
  • 136 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2017.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2017, filed 14 Aug 2017.