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

Sciencast 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
-8,230
Closed -$232K – 361
2017
Q2 		$232K Buy
+8,230
New +$235K 0.13% 291

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

Sciencast Management's FDL Position: Q3 2017 in Review

Sciencast Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2017, closing a stake of 8,230 shares — an estimated $232K sold.

Sciencast Management first reported a position in FDL in Q2 2017 and held it in 1 quarter. The position peaked at $232K in Q2 2017. 137 funds tracked by Wall St. Rank hold FDL as of Q3 2017.

  • Sciencast Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2017 after selling out during the quarter.
  • Sciencast Management sold 8,230 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2017, an estimated $232K.
  • Sciencast Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2017 and held it in 1 quarter.
  • Sciencast Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $232K in Q2 2017.
  • 137 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2017.

Based on Sciencast Management's 13F filing for Q3 2017, filed 14 Nov 2017.