SG Americas Securities

SG Americas Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

SG Americas Securities’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	-25,208	Closed	-$709K	–	3554
2017 Q2	$709K	Sell	25,208 -15,200	-38%	-$434K	0.01%	1637
2017 Q1	$1.16M	Buy	+40,408	New	+$1.15M	0.01%	1272
2014 Q2	–	Sell	-210,791	Closed	-$4.75M	–	2572
2014 Q1	$4.75M	Buy	210,791 +104,688	+99%	+$2.28M	0.02%	649
2013 Q4	$2.33M	Buy	+106,103	New	+$2.29M	0.01%	887
2013 Q3	–	Sell	-48,586	Closed	-$1M	–	2971
2013 Q2	$1M	Buy	+48,586	New	+$1.02M	0.01%	985

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

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

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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return

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

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return