Highlander Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Highlander Capital Management’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	-315	Closed	-$10K	–	634
2019 Q4	$10K	Hold	315	–	–	0.01%	504
2019 Q3	$10K	Hold	315	–	–	0.01%	521
2019 Q2	$10K	Hold	315	–	–	0.01%	544
2019 Q1	$10K	Hold	315	–	–	0.01%	548
2018 Q4	$9K	Hold	315	–	–	0.01%	565
2018 Q3	$9K	Hold	315	–	–	0.01%	603
2018 Q2	$9K	Hold	315	–	–	0.01%	611
2018 Q1	$9K	Hold	315	–	–	0.01%	611
2017 Q4	$9K	Hold	315	–	–	0.01%	602
2017 Q3	$9K	Hold	315	–	–	0.01%	613
2017 Q2	$9K	Hold	315	–	–	0.01%	615
2017 Q1	$9K	Hold	315	–	–	0.01%	620
2016 Q4	$9K	Hold	315	–	–	0.01%	622
2016 Q3	$9K	Hold	315	–	–	0.01%	630
2016 Q2	$8K	Hold	315	–	–	0.01%	649
2016 Q1	$8K	Hold	315	–	–	0.01%	652
2015 Q4	$7K	Hold	315	–	–	0.01%	695
2015 Q3	$6K	Hold	315	–	–	0.01%	715
2015 Q2	$7K	Hold	315	–	–	0.01%	704
2015 Q1	$7K	Hold	315	–	–	0.01%	707
2014 Q4	$8K	Hold	315	–	–	0.01%	703
2014 Q3	$7.37K	Hold	315	–	–	0.01%	716
2014 Q2	$7.49K	Hold	315	–	–	0.01%	698
2014 Q1	$7.09K	Hold	315	–	–	0.01%	714
2013 Q4	$6.9K	Hold	315	–	–	0.01%	713
2013 Q3	$6.57K	Hold	315	–	–	0.01%	727
2013 Q2	$6.5K	Buy	+315	New	+$6.64K	0.01%	708

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Highlander Capital Management's FDL Position: Q1 2020 in Review

Highlander Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2020, closing a stake of 315 shares — an estimated $10K sold.

Highlander Capital Management first reported a position in FDL in Q2 2013 and held it in 27 quarters. The position peaked at $10K in Q4 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q1 2020.

Highlander Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2020 after selling out during the quarter.
Highlander Capital Management sold 315 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2020, an estimated $10K.
Highlander Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and held it in 27 quarters.
Highlander Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $10K in Q4 2019.
175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2020.

Based on Highlander Capital Management's 13F filing for Q1 2020, filed 27 May 2020.