RCG
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Ruggie Capital Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ruggie Capital 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
2017
Q2 		– Sell
-1,600
Closed -$46K – 284
2017
Q1 		$46K Buy
+1,600
New +$45.7K 0.03% 116

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ruggie Capital Group's FDL Position: Q2 2017 in Review

Ruggie Capital Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2017, closing a stake of 1,600 shares — an estimated $46K sold.

Ruggie Capital Group first reported a position in FDL in Q1 2017 and held it in 1 quarter. The position peaked at $46K in Q1 2017. 136 funds tracked by Wall St. Rank hold FDL as of Q2 2017.

  • Ruggie Capital Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 1,600 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2017, an estimated $46K.
  • Ruggie Capital Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and held it in 1 quarter.
  • Ruggie Capital Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $46K in Q1 2017.
  • 136 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2017.

Based on Ruggie Capital Group's 13F filing for Q2 2017, filed 1 Aug 2017.