Wealthspire Advisors (Maryland)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q4	–	Sell	-1,000	Closed	-$29K	–	2464
2017 Q3	$29K	Hold	1,000	–	–	﹤0.01%	1169
2017 Q2	$28K	Buy	+1,000	New	+$28.6K	﹤0.01%	1145
2017 Q1	–	Sell	-250	Closed	-$7K	–	1950
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	1320
2016 Q3	$7K	Buy	+250	New	+$6.84K	﹤0.01%	1323

Other funds holding FDL

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

RJA

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

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

Wealthspire Advisors (Maryland)'s FDL Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2017, closing a stake of 1,000 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in FDL in Q3 2016 and held it in 4 quarters. The position peaked at $29K in Q3 2017. 158 funds tracked by Wall St. Rank hold FDL as of Q4 2017.

Wealthspire Advisors (Maryland) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2017, an estimated $29K.
Wealthspire Advisors (Maryland) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2016 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $29K in Q3 2017.
158 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.