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First Trust Morningstar Divid Ledr shares owned by Core Wealth Partners

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 6.1k 38.48
2023-12-31 $206k 5.7k 35.88

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Bank of America Corporation
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Jpmorgan Chase & Co
TRUE Private Wealth Advisors
Raymond James & Associates
Kowal Investment Group

View all funds holding First Trust Morningstar Divid Ledr