Measured Wealth Private Client Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-560	Closed	-$17K	–	297
2018 Q3	$17K	Buy	+560	New	+$16.5K	0.01%	549

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Measured Wealth Private Client Group's FDL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2018, closing a stake of 560 shares — an estimated $17K sold.

Measured Wealth Private Client Group first reported a position in FDL in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 169 funds tracked by Wall St. Rank hold FDL as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 560 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2018, an estimated $17K.
Measured Wealth Private Client Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $17K in Q3 2018.
169 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.