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Sterling Global Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sterling Global Strategies’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
Q1 		– Sell
-1,135
Closed -$30.9K – 80
2018
Q4 		$30.9K Buy
+1,135
New +$33K 0.16% 89

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Global Strategies's FDL Position: Q1 2019 in Review

Sterling Global Strategies sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2019, closing a stake of 1,135 shares — an estimated $30.9K sold.

Sterling Global Strategies first reported a position in FDL in Q4 2018 and held it in 1 quarter. The position peaked at $30.9K in Q4 2018. 173 funds tracked by Wall St. Rank hold FDL as of Q1 2019.

  • Sterling Global Strategies reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 1,135 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2019, an estimated $30.9K.
  • Sterling Global Strategies first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and held it in 1 quarter.
  • Sterling Global Strategies's First Trust Morningstar Dividend Leaders Index Fund position peaked at $30.9K in Q4 2018.
  • 173 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.