Independent Portfolio Consultants’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Independent Portfolio Consultants’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
2017 Q1	–	Sell	-1,125	Closed	-$31K	–	839
2016 Q4	$31K	Sell	1,125 -385	-25%	-$10.4K	0.01%	585
2016 Q3	$41K	Hold	1,510	–	–	0.01%	577
2016 Q2	$41K	Buy	+1,510	New	+$39.1K	0.01%	567

Other funds holding FDL

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

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

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

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

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

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

Independent Portfolio Consultants's FDL Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2017, closing a stake of 1,125 shares — an estimated $31K sold.

Independent Portfolio Consultants first reported a position in FDL in Q2 2016 and held it in 3 quarters. The position peaked at $41K in Q3 2016. 138 funds tracked by Wall St. Rank hold FDL as of Q1 2017.

Independent Portfolio Consultants reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 1,125 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2017, an estimated $31K.
Independent Portfolio Consultants first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2016 and held it in 3 quarters.
Independent Portfolio Consultants's First Trust Morningstar Dividend Leaders Index Fund position peaked at $41K in Q3 2016.
138 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.