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

Mariner Wealth Advisors (Cincinnati)’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	$364K	Hold	12,197	–	–	0.02%	223
2018 Q2	$349K	Hold	12,197	–	–	0.02%	230
2018 Q1	$344K	Hold	12,197	–	–	0.02%	225
2017 Q4	$367K	Sell	12,197 -1,544	-11%	-$45.4K	0.02%	211
2017 Q3	$399K	Hold	13,741	–	–	0.03%	188
2017 Q2	$387K	Sell	13,741 -290	-2%	-$8.28K	0.03%	193
2017 Q1	$404K	Buy	+14,031	New	+$401K	0.03%	188
2016 Q4	–	Sell	-13,741	Closed	-$375K	–	244
2016 Q3	$375K	Hold	13,741	–	–	0.03%	186
2016 Q2	$369K	Hold	13,741	–	–	0.03%	188
2016 Q1	$352K	Hold	13,741	–	–	0.03%	183
2015 Q4	$326K	Buy	+13,741	New	+$325K	0.03%	184

Other funds holding FDL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 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

Mariner Wealth Advisors (Cincinnati)'s FDL Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2018 at 12,197 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #223.

Mariner Wealth Advisors (Cincinnati) first reported a position in FDL in Q4 2015 and has held it in 11 quarters since. The position peaked at $404K in Q1 2017. 155 funds tracked by Wall St. Rank hold FDL as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 12,197 shares of First Trust Morningstar Dividend Leaders Index Fund worth $364K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2018.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #223 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2015 and has held it in 11 quarters since.
Mariner Wealth Advisors (Cincinnati)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $404K in Q1 2017.
155 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.