Woodmont Investment Counsel’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Woodmont Investment Counsel’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
2015 Q3	–	Sell	-150	Closed	-$3K	–	548
2015 Q2	$3K	Buy	+150	New	+$3.56K	﹤0.01%	491

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodmont Investment Counsel's FDL Position: Q3 2015 in Review

Woodmont Investment Counsel sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2015, closing a stake of 150 shares — an estimated $3K sold.

Woodmont Investment Counsel first reported a position in FDL in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 78 funds tracked by Wall St. Rank hold FDL as of Q3 2015.

Woodmont Investment Counsel reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2015 after selling out during the quarter.
Woodmont Investment Counsel sold 150 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2015, an estimated $3K.
Woodmont Investment Counsel first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2015 and held it in 1 quarter.
Woodmont Investment Counsel's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3K in Q2 2015.
78 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2015.

Based on Woodmont Investment Counsel's 13F filing for Q3 2015, filed 13 Nov 2015.