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

Horizon Investments’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
2016
Q3 		– Sell
-201,236
Closed -$5.4M – 126
2016
Q2 		$5.4M Buy
+201,236
New +$5.22M 0.4% 29

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Horizon Investments's FDL Position: Q3 2016 in Review

Horizon Investments sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2016, closing a stake of 201,236 shares — an estimated $5.4M sold.

Horizon Investments first reported a position in FDL in Q2 2016 and held it in 1 quarter. The position peaked at $5.4M in Q2 2016. 118 funds tracked by Wall St. Rank hold FDL as of Q3 2016.

  • Horizon Investments reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2016 after selling out during the quarter.
  • Horizon Investments sold 201,236 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2016, an estimated $5.4M.
  • Horizon Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2016 and held it in 1 quarter.
  • Horizon Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.4M in Q2 2016.
  • 118 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2016.

Based on Horizon Investments's 13F filing for Q3 2016, filed 14 Nov 2016.