Vantage Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Vantage Investment Advisors’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	$25K	Hold	822	–	–	0.01%	384
2018 Q2	$24K	Hold	822	–	–	0.01%	381
2018 Q1	$23K	Hold	822	–	–	0.01%	400
2017 Q4	$25K	Hold	822	–	–	0.01%	411
2017 Q3	$24K	Hold	822	–	–	0.01%	412
2017 Q2	$23K	Hold	822	–	–	0.01%	403
2017 Q1	$24K	Hold	822	–	–	0.01%	370
2016 Q4	$23K	Hold	822	–	–	0.01%	379
2016 Q3	$22K	Hold	822	–	–	0.01%	381
2016 Q2	$22K	Hold	822	–	–	0.01%	402
2016 Q1	$21K	Hold	822	–	–	0.01%	398
2015 Q4	$19K	Hold	822	–	–	0.01%	393
2015 Q3	$18K	Hold	822	–	–	0.01%	391
2015 Q2	$19K	Sell	822 -822	-50%	-$19.5K	0.01%	384
2015 Q1	$38K	Buy	1,644 +822	+100%	+$19.7K	0.01%	383
2014 Q4	$20K	Hold	822	–	–	0.01%	379
2014 Q3	$19K	Hold	822	–	–	0.01%	368
2014 Q2	$20K	Buy	+822	New	+$19.1K	0.01%	373

Other funds holding FDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 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

Vantage Investment Advisors's FDL Position: Q3 2018 in Review

Vantage Investment Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2018 at 822 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #384.

Vantage Investment Advisors first reported a position in FDL in Q2 2014 and has held it in 18 quarters since. The position peaked at $38K in Q1 2015. 154 funds tracked by Wall St. Rank hold FDL as of Q3 2018.

Vantage Investment Advisors held 822 shares of First Trust Morningstar Dividend Leaders Index Fund worth $25K as of Q3 2018.
Vantage Investment Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2018.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #384 holding.
Vantage Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2014 and has held it in 18 quarters since.
Vantage Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $38K in Q1 2015.
154 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.