Parallax Volatility Advisers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Parallax Volatility Advisers’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 Q3	–	Sell	-1	Closed	–	–	2643
2019 Q2	$0	Hold	1	–	–	﹤0.01%	2890
2019 Q1	$0	Hold	1	–	–	﹤0.01%	3111
2018 Q4	$0	Hold	1	–	–	﹤0.01%	3186
2018 Q3	$0	Hold	1	–	–	﹤0.01%	2851
2018 Q2	$0	Hold	1	–	–	﹤0.01%	2442
2018 Q1	$0	Hold	1	–	–	﹤0.01%	2836
2017 Q4	$0	Hold	1	–	–	﹤0.01%	4210
2017 Q3	$0	Hold	1	–	–	﹤0.01%	2415
2017 Q2	$0	Hold	1	–	–	﹤0.01%	2754
2017 Q1	$0	Hold	1	–	–	﹤0.01%	3851
2016 Q4	$0	Hold	1	–	–	﹤0.01%	3355
2016 Q3	$0	Hold	1	–	–	﹤0.01%	3152
2016 Q2	$0	Hold	1	–	–	﹤0.01%	2782
2016 Q1	$0	Hold	1	–	–	﹤0.01%	2831
2015 Q4	$0	Hold	1	–	–	﹤0.01%	3151
2015 Q3	$0	Hold	1	–	–	﹤0.01%	3224
2015 Q2	$0	Hold	1	–	–	﹤0.01%	3962
2015 Q1	$0	Hold	1	–	–	﹤0.01%	4687
2014 Q4	$0	Buy	+1	New	+$24	﹤0.01%	5237

Other funds holding FDL

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parallax Volatility Advisers's FDL Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2019, closing a stake of 1 share.

Parallax Volatility Advisers first reported a position in FDL in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q3 2019.

Parallax Volatility Advisers reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2019 after selling out during the quarter.
Parallax Volatility Advisers sold 1 First Trust Morningstar Dividend Leaders Index Fund share in Q3 2019.
Parallax Volatility Advisers first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and held it in 19 quarters.
Parallax Volatility Advisers's First Trust Morningstar Dividend Leaders Index Fund position peaked at $0 in Q2 2019.
175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.