Planning Solutions Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Planning Solutions Group’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 Q2	$935K	Sell	30,500 -100	-0.3%	-$3.02K	0.48%	40
2019 Q1	$923K	Sell	30,600 -200	-0.6%	-$5.8K	0.49%	41
2018 Q4	$839K	Buy	+30,800	New	+$894K	0.51%	37

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Planning Solutions Group's FDL Position: Q2 2019 in Review

Planning Solutions Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.33% in Q2 2019, selling an estimated $3.02K and leaving 30,500 shares worth $935K. The position accounts for 0.48% of the portfolio, ranked #40.

Planning Solutions Group first reported a position in FDL in Q4 2018 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold FDL as of Q2 2019.

Planning Solutions Group held 30,500 shares of First Trust Morningstar Dividend Leaders Index Fund worth $935K as of Q2 2019.
Planning Solutions Group sold 100 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2019, an estimated $3.02K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.48% of Planning Solutions Group's portfolio in Q2 2019, its #40 holding.
Planning Solutions Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and has held it in 3 quarters since.
169 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.