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First Trust Morningstar Divid Ledr shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in First Trust Morningstar Divid Ledr

Tip: Access up to 7 years of quarterly data

All positions including First Trust Morningstar Divid Ledr held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $32k 823 38.49
2023-12-31 $29k 805 35.87

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Kimberly-Clark Corporation (KMB)
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Apple (AAPL)
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View all positions for Planning Capital Management Corp

Top funds holding First Trust Morningstar Divid Ledr

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Raymond James Financial Services Advisors
Royal Bank of Canada
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Bank of America Corporation
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Jpmorgan Chase & Co
TRUE Private Wealth Advisors
Raymond James & Associates
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View all funds holding First Trust Morningstar Divid Ledr