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Stifel Nicolaus & Co’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.91M Buy
139,419
+15,428
+12% +$326K 0.05% 370
2013
Q2 		$2.56M Buy
+123,991
New +$2.61M 0.05% 366

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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Nicolaus & Co's FDL Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 12% in Q3 2013, buying an estimated $326K and bringing the position to 139,419 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #370.

Stifel Nicolaus & Co first reported a position in FDL in Q2 2013 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FDL as of Q3 2013.

  • Stifel Nicolaus & Co held 139,419 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.91M as of Q3 2013.
  • Stifel Nicolaus & Co bought 15,428 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2013, an estimated $326K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #370 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.