DOA
FDL icon

D'Orazio & Associates’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

D'Orazio & Associates’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
2015
Q4 		– Sell
-1,071
Closed -$26K – 280
2015
Q3 		$26K Hold
1,071
– – 0.01% 129
2015
Q2 		$25K Hold
1,071
– – 0.02% 134
2015
Q1 		$25K Hold
1,071
– – 0.02% 138
2014
Q4 		$26K Hold
1,071
– – 0.02% 125
2014
Q3 		$25K Hold
1,071
– – 0.02% 131
2014
Q2 		$25K Hold
1,071
– – 0.02% 134
2014
Q1 		$24K Hold
1,071
– – 0.02% 131
2013
Q4 		$23K Buy
+1,071
New +$23.1K 0.02% 115

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return