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Pittenger & Anderson Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Pittenger & Anderson Inc’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
2016
Q2 		– Sell
-42
Closed -$1K – 387
2016
Q1 		$1K Buy
+42
New +$1.02K ﹤0.01% 376

Other funds holding FDL

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Wells Fargo
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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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Pittenger & Anderson Inc's FDL Position: Q2 2016 in Review

Pittenger & Anderson Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2016, closing a stake of 42 shares — an estimated $1K sold.

Pittenger & Anderson Inc first reported a position in FDL in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 120 funds tracked by Wall St. Rank hold FDL as of Q2 2016.

  • Pittenger & Anderson Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2016 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 42 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2016, an estimated $1K.
  • Pittenger & Anderson Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2016 and held it in 1 quarter.
  • Pittenger & Anderson Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1K in Q1 2016.
  • 120 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2016.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2016, filed 9 Aug 2016.