First Interstate Bank’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

First Interstate Bank’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
2020 Q1	–	Sell	-325	Closed	-$11K	–	269
2019 Q4	$11K	Hold	325	–	–	﹤0.01%	441
2019 Q3	$10K	Buy	+325	New	+$9.93K	﹤0.01%	497

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

First Interstate Bank's FDL Position: Q1 2020 in Review

First Interstate Bank sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2020, closing a stake of 325 shares — an estimated $11K sold.

First Interstate Bank first reported a position in FDL in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q1 2020.

First Interstate Bank reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 325 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2020, an estimated $11K.
First Interstate Bank first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2019 and held it in 2 quarters.
First Interstate Bank's First Trust Morningstar Dividend Leaders Index Fund position peaked at $11K in Q4 2019.
175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.