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Penserra Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Penserra Capital Management’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
2017
Q3 		– Sell
-9,033
Closed -$254K – 546
2017
Q2 		$254K Buy
+9,033
New +$258K 0.09% 156

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Penserra Capital Management's FDL Position: Q3 2017 in Review

Penserra Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2017, closing a stake of 9,033 shares — an estimated $254K sold.

Penserra Capital Management first reported a position in FDL in Q2 2017 and held it in 1 quarter. The position peaked at $254K in Q2 2017. 137 funds tracked by Wall St. Rank hold FDL as of Q3 2017.

  • Penserra Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2017 after selling out during the quarter.
  • Penserra Capital Management sold 9,033 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2017, an estimated $254K.
  • Penserra Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2017 and held it in 1 quarter.
  • Penserra Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $254K in Q2 2017.
  • 137 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2017.

Based on Penserra Capital Management's 13F filing for Q3 2017, filed 26 Oct 2017.