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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return