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Optimum Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Optimum Investment Advisors’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
2013
Q4 		– Sell
-20
Closed – – 756
2013
Q3 		$0 Buy
+20
New +$422 ﹤0.01% 723

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Optimum Investment Advisors's FDL Position: Q4 2013 in Review

Optimum Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2013, closing a stake of 20 shares.

Optimum Investment Advisors first reported a position in FDL in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 67 funds tracked by Wall St. Rank hold FDL as of Q4 2013.

  • Optimum Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 20 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2013.
  • Optimum Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $0 in Q3 2013.
  • 67 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.