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MBM Wealth Consultants’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-4,380
Closed -$119K – 224
2018
Q4 		$119K Buy
+4,380
New +$127K 0.12% 91

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBM Wealth Consultants's FDL Position: Q1 2019 in Review

MBM Wealth Consultants sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2019, closing a stake of 4,380 shares — an estimated $119K sold.

MBM Wealth Consultants first reported a position in FDL in Q4 2018 and held it in 1 quarter. The position peaked at $119K in Q4 2018. 173 funds tracked by Wall St. Rank hold FDL as of Q1 2019.

  • MBM Wealth Consultants reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 4,380 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2019, an estimated $119K.
  • MBM Wealth Consultants first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and held it in 1 quarter.
  • MBM Wealth Consultants's First Trust Morningstar Dividend Leaders Index Fund position peaked at $119K in Q4 2018.
  • 173 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2019.

Based on MBM Wealth Consultants's 13F filing for Q1 2019, filed 25 Apr 2019.