Well Done LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Well Done LLC’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 Q1	–	Sell	-430	Closed	-$12K	–	318
2018 Q4	$12K	Buy	+430	New	+$12.5K	﹤0.01%	439
2018 Q2	–	Sell	-1,045	Closed	-$30K	–	251
2018 Q1	$30K	Buy	+1,045	New	+$30.7K	0.01%	280

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

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

RJFSA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Well Done LLC's FDL Position: Q1 2019 in Review

Well Done LLC sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2019, closing a stake of 430 shares — an estimated $12K sold.

Well Done LLC first reported a position in FDL in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 173 funds tracked by Wall St. Rank hold FDL as of Q1 2019.

Well Done LLC reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 430 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2019, an estimated $12K.
Well Done LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2018 and held it in 2 quarters.
Well Done LLC's First Trust Morningstar Dividend Leaders Index Fund position peaked at $30K in Q1 2018.
173 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.