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

DRW Securities’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
2013
Q3 		– Sell
-20,219
Closed -$417K – 186
2013
Q2 		$417K Buy
+20,219
New +$426K 0.02% 146

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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DRW Securities's FDL Position: Q3 2013 in Review

DRW Securities sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2013, closing a stake of 20,219 shares — an estimated $417K sold.

DRW Securities first reported a position in FDL in Q2 2013 and held it in 1 quarter. The position peaked at $417K in Q2 2013. 55 funds tracked by Wall St. Rank hold FDL as of Q3 2013.

  • DRW Securities reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2013 after selling out during the quarter.
  • DRW Securities sold 20,219 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2013, an estimated $417K.
  • DRW Securities first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and held it in 1 quarter.
  • DRW Securities's First Trust Morningstar Dividend Leaders Index Fund position peaked at $417K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2013.

Based on DRW Securities's 13F filing for Q3 2013, filed 15 Nov 2013.