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First Trust Morningstar Divid Ledr shares owned by Creative Financial Designs

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 88k 38.48
2023-12-31 $3.1M 86k 35.88
2023-09-30 $3.1M 92k 33.44
2023-06-30 $3.2M 94k 34.01
2023-03-31 $3.2M 89k 35.50
2020-09-30 $11k 417 26.38
2020-06-30 $10k 412 24.27
2020-03-31 $9.0k 406 22.17
2019-12-31 $16k 489 32.72
2019-09-30 $12k 397 30.23
2019-06-30 $12k 392 30.61
2019-03-31 $12k 389 30.85
2018-12-31 $11k 386 28.50
2018-09-30 $11k 381 28.87
2018-06-30 $11k 378 29.10
2018-03-31 $11k 374 29.41
2017-12-31 $11k 371 29.65
2017-09-30 $803k 28k 29.04
2017-06-30 $763k 27k 28.11
2017-03-31 $682k 24k 28.79
2016-12-31 $103k 3.7k 27.85

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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