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First Trust Morningstar Divid Ledr shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management 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 Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $609k 16k 38.48
2023-09-30 $1.6M 48k 33.44
2023-06-30 $1.6M 48k 34.01
2023-03-31 $2.4M 68k 35.50
2022-12-31 $2.6M 72k 36.56
2022-09-30 $842k 26k 32.11

More positions owned by Belpointe Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Badger Meter (BMI)
Collaborative Investmnt Ser Etf (RSEE)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Spdr Ser Tr Etf (SPLG)
Belpointe Prep Etf (OZ)
Facebook Inc cl a (META)
Ishares Tr Etf (IVV)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)

View all positions for Belpointe Asset Management

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Csenge Advisory Group
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr