FFEC
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First Financial Equity Corporation’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

First Financial Equity Corporation’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 		$444K Buy
+15,456
New +$441K 0.08% 234

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 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

First Financial Equity Corporation's FDL Position: Q1 2017 in Review

First Financial Equity Corporation opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2017: 15,456 shares worth $444K. The stake represents 0.08% of the portfolio and ranks #234 among its holdings.

138 funds tracked by Wall St. Rank hold FDL as of Q1 2017.

  • First Financial Equity Corporation held 15,456 shares of First Trust Morningstar Dividend Leaders Index Fund worth $444K as of Q1 2017.
  • First Trust Morningstar Dividend Leaders Index Fund was a new First Financial Equity Corporation position in Q1 2017.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of First Financial Equity Corporation's portfolio in Q1 2017, its #234 holding.
  • 138 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2017.

Based on First Financial Equity Corporation's 13F filing for Q1 2017, filed 16 May 2017.