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	–	–	0.09%	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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FDL Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2019, closing a stake of 6,912 shares — an estimated $215K sold.

Laurel Wealth Advisors (California) first reported a position in FDL in Q4 2016 and held it in 12 quarters. The position peaked at $298K in Q2 2019. 210 funds tracked by Wall St. Rank hold FDL as of Q4 2019.

Laurel Wealth Advisors (California) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 6,912 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2019, an estimated $215K.
Laurel Wealth Advisors (California) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2016 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $298K in Q2 2019.
210 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.