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Crosspoint Capital Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-25,129
Closed -$602K – 344
2015
Q4 		$602K Buy
+25,129
New +$594K 0.16% 137

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Crosspoint Capital Strategies's FDL Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2016, closing a stake of 25,129 shares — an estimated $602K sold.

Crosspoint Capital Strategies first reported a position in FDL in Q4 2015 and held it in 1 quarter. The position peaked at $602K in Q4 2015. 112 funds tracked by Wall St. Rank hold FDL as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 25,129 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2016, an estimated $602K.
  • Crosspoint Capital Strategies first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Morningstar Dividend Leaders Index Fund position peaked at $602K in Q4 2015.
  • 112 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.