SevenBridge Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-500	Closed	-$15K	–	289
2019 Q2	$15K	Sell	500 -175	-26%	-$5.29K	0.01%	411
2019 Q1	$20K	Hold	675	–	–	0.01%	342
2018 Q4	$18K	Hold	675	–	–	0.01%	317
2018 Q3	$20K	Hold	675	–	–	0.01%	341
2018 Q2	$19K	Hold	675	–	–	0.01%	350
2018 Q1	$19K	Hold	675	–	–	0.01%	360
2017 Q4	$20K	Hold	675	–	–	0.01%	373
2017 Q3	$20K	Hold	675	–	–	0.01%	371
2017 Q2	$19K	Hold	675	–	–	0.01%	385
2017 Q1	$19K	Buy	675 +175	+35%	+$5K	0.01%	374
2016 Q4	$13K	Hold	500	–	–	0.01%	412
2016 Q3	$13K	Hold	500	–	–	0.01%	408
2016 Q2	$13K	Buy	+500	New	+$13K	0.01%	477

Other funds holding FDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SevenBridge Financial Group's FDL Position: Q3 2019 in Review

SevenBridge Financial Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2019, closing a stake of 500 shares — an estimated $15K sold.

SevenBridge Financial Group first reported a position in FDL in Q2 2016 and held it in 13 quarters. The position peaked at $20K in Q1 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q3 2019.

SevenBridge Financial Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 500 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2019, an estimated $15K.
SevenBridge Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $20K in Q1 2019.
175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.