Sterling Investment Advisors (Pennsylvania)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2018 Q3	–	Sell	-2,000	Closed	-$57K	–	428
2018 Q2	$57K	Hold	2,000	–	–	0.03%	196
2018 Q1	$56K	Hold	2,000	–	–	0.03%	186
2017 Q4	$60K	Hold	2,000	–	–	0.04%	170
2017 Q3	$58K	Hold	2,000	–	–	0.04%	167
2017 Q2	$56K	Hold	2,000	–	–	0.04%	173
2017 Q1	$58K	Buy	+2,000	New	+$57.1K	0.04%	162

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FDL Position: Q3 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2018, closing a stake of 2,000 shares — an estimated $57K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FDL in Q1 2017 and held it in 6 quarters. The position peaked at $60K in Q4 2017. 155 funds tracked by Wall St. Rank hold FDL as of Q3 2018.

Sterling Investment Advisors (Pennsylvania) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2018 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 2,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2018, an estimated $57K.
Sterling Investment Advisors (Pennsylvania) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and held it in 6 quarters.
Sterling Investment Advisors (Pennsylvania)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $60K in Q4 2017.
155 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.