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

Glenmede Trust’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
2019 Q2	–	Sell	-2,354	Closed	-$70K	–	3101
2019 Q1	$70K	Hold	2,354	–	–	﹤0.01%	1531
2018 Q4	$64K	Buy	+2,354	New	+$68.4K	﹤0.01%	1493
2014 Q4	–	Sell	-1,164	Closed	-$27K	–	2548
2014 Q3	$27K	Buy	+1,164	New	+$27.6K	﹤0.01%	1868

Other funds holding FDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Glenmede Trust's FDL Position: Q2 2019 in Review

Glenmede Trust sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2019, closing a stake of 2,354 shares — an estimated $70K sold.

Glenmede Trust first reported a position in FDL in Q3 2014 and held it in 3 quarters. The position peaked at $70K in Q1 2019. 169 funds tracked by Wall St. Rank hold FDL as of Q2 2019.

Glenmede Trust reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2019 after selling out during the quarter.
Glenmede Trust sold 2,354 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2019, an estimated $70K.
Glenmede Trust first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2014 and held it in 3 quarters.
Glenmede Trust's First Trust Morningstar Dividend Leaders Index Fund position peaked at $70K in Q1 2019.
169 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2019.

Based on Glenmede Trust's 13F filing for Q2 2019, filed 13 Aug 2019.