WealthBridge Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

WealthBridge Capital Management’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 Q2	–	Sell	-1,613	Closed	-$49K	–	353
2019 Q1	$49K	Hold	1,613	–	–	0.03%	289
2018 Q4	$44K	Buy	+1,613	New	+$46.8K	0.03%	264

Other funds holding FDL

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

WealthBridge Capital Management's FDL Position: Q2 2019 in Review

WealthBridge Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2019, closing a stake of 1,613 shares — an estimated $49K sold.

WealthBridge Capital Management first reported a position in FDL in Q4 2018 and held it in 2 quarters. The position peaked at $49K in Q1 2019. 169 funds tracked by Wall St. Rank hold FDL as of Q2 2019.

WealthBridge Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 1,613 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2019, an estimated $49K.
WealthBridge Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $49K in Q1 2019.
169 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.