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Holistic Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-3,293
Closed -$93K – 149
2018
Q1 		$93K Buy
+3,293
New +$96.8K 0.08% 120

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Holistic Financial Partners's FDL Position: Q2 2018 in Review

Holistic Financial Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2018, closing a stake of 3,293 shares — an estimated $93K sold.

Holistic Financial Partners first reported a position in FDL in Q1 2018 and held it in 1 quarter. The position peaked at $93K in Q1 2018. 148 funds tracked by Wall St. Rank hold FDL as of Q2 2018.

  • Holistic Financial Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 3,293 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2018, an estimated $93K.
  • Holistic Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $93K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.