Laurel Wealth Advisors (California)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Laurel Wealth Advisors (California)’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
2019 Q4	–	Sell	-6,912	Closed	-$215K	–	458
2019 Q3	$215K	Sell	6,912 -2,800	-29%	-$85.6K	0.04%	421
2019 Q2	$298K	Buy	9,712 +1	+0%	+$30	0.07%	302
2019 Q1	$293K	Buy	9,711 +1	+0%	+$29	0.07%	287
2018 Q4	$264K	Hold	9,710	–	–	0.08%	269
2018 Q3	$289K	Hold	9,710	–	–	0.07%	290
2018 Q2	$277K	Buy	9,710 +1	+0%	+$28	0.07%	278
2018 Q1	$274K	Hold	9,709	–	–	0.08%	263
2017 Q4	$292K	Hold	9,709	–	–	0.08%	261
2017 Q3	$281K	Hold	9,709	–	–	0.1%	230
2017 Q2	$273K	Buy	9,709 +1,825	+23%	+$52.1K	0.1%	228
2017 Q1	$227K	Buy	7,884 +677	+9%	+$19.3K	0.09%	234
2016 Q4	$200K	Buy	+7,207	New	+$196K	0.09%	234

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return