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First Trust Morningstar Divid Ledr shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 30k 35.88
2023-09-30 $936k 28k 33.44
2023-06-30 $957k 28k 34.01
2023-03-31 $1.2M 33k 35.50
2022-12-31 $1.0M 28k 36.56
2022-09-30 $1.3M 42k 32.14
2022-06-30 $918k 26k 35.22
2022-03-31 $918k 25k 37.43
2021-12-31 $9.5M 42k 226.15
2021-09-30 $1.2M 36k 32.73
2021-06-30 $465k 14k 33.21
2021-03-31 $352k 11k 32.68
2020-12-31 $299k 10k 29.55
2020-09-30 $233k 9.0k 26.03
2020-06-30 $212k 8.4k 25.39
2019-12-31 $272k 8.3k 32.60
2019-09-30 $259k 8.3k 31.05
2017-06-30 $41k 1.5k 28.08
2017-03-31 $74k 2.6k 28.62
2016-12-31 $29k 1.1k 27.62
2016-09-30 $71k 2.6k 27.17
2016-06-30 $59k 2.2k 27.03
2016-03-31 $26k 1.0k 25.52
2015-12-31 $32k 1.4k 23.51
2015-03-31 $7.0k 300 23.33
2014-12-31 $47k 2.0k 24.00
2014-09-30 $7.0k 300 23.33
2014-06-30 $8.0k 320 25.00
2014-03-31 $7.0k 320 21.88
2013-12-31 $32k 1.5k 21.77
2013-09-30 $26k 1.3k 20.80
2013-06-30 $74k 3.6k 20.71
2012-12-31 $28k 1.5k 18.67
2012-09-30 $29k 1.5k 19.33

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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