Landaas & Company’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Landaas & Company’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 Q3	–	Sell	-625	Closed	-$18K	–	156
2018 Q2	$18K	Buy	+625	New	+$17.8K	0.01%	231
2018 Q1	–	Sell	-587	Closed	-$18K	–	151
2017 Q4	$18K	Hold	587	–	–	0.02%	225
2017 Q3	$17K	Buy	+587	New	+$16.7K	0.02%	220

Other funds holding FDL

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

RJFSA

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

Landaas & Company's FDL Position: Q3 2018 in Review

Landaas & Company sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2018, closing a stake of 625 shares — an estimated $18K sold.

Landaas & Company first reported a position in FDL in Q3 2017 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 154 funds tracked by Wall St. Rank hold FDL as of Q3 2018.

Landaas & Company reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 625 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2018, an estimated $18K.
Landaas & Company first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2017 and held it in 3 quarters.
Landaas & Company's First Trust Morningstar Dividend Leaders Index Fund position peaked at $18K in Q2 2018.
154 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.