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First Trust Morningstar Divid Ledr shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 114k 35.88

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View all positions for Concurrent Investment Advisors

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
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
Janney Montgomery Scott

View all funds holding First Trust Morningstar Divid Ledr