Midwest Professional Planners Ltd (MPPL)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	–	Sell	-303	Closed	-$9K	–	157
2018 Q2	$9K	Hold	303	–	–	0.01%	236
2018 Q1	$9K	Sell	303 -894	-75%	-$26.3K	0.01%	235
2017 Q4	$36K	Buy	+1,197	New	+$35.2K	0.03%	157

Other funds holding FDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Midwest Professional Planners Ltd (MPPL)'s FDL Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2018, closing a stake of 303 shares — an estimated $9K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in FDL in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 154 funds tracked by Wall St. Rank hold FDL as of Q3 2018.

Midwest Professional Planners Ltd (MPPL) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2018 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 303 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2018, an estimated $9K.
Midwest Professional Planners Ltd (MPPL) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and held it in 3 quarters.
Midwest Professional Planners Ltd (MPPL)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $36K in Q4 2017.
154 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.