Liberty Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Liberty Capital Management’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 Q1	–	Sell	-92	Closed	-$3K	–	143
2017 Q4	$3K	Hold	92	–	–	﹤0.01%	256
2017 Q3	$3K	Hold	92	–	–	﹤0.01%	266
2017 Q2	$3K	Buy	+92	New	+$2.63K	﹤0.01%	261

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Liberty Capital Management's FDL Position: Q1 2018 in Review

Liberty Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2018, closing a stake of 92 shares — an estimated $3K sold.

Liberty Capital Management first reported a position in FDL in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 161 funds tracked by Wall St. Rank hold FDL as of Q1 2018.

Liberty Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 92 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2018, an estimated $3K.
Liberty Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2017 and held it in 3 quarters.
Liberty Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3K in Q4 2017.
161 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.