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First Trust Morningstar Divid Ledr shares owned by GDS Wealth Management

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

Historical chart of GDS Wealth 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 GDS Wealth 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 GDS Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 80k 38.48
2023-12-31 $3.8M 107k 35.88
2023-09-30 $4.4M 131k 33.44
2023-06-30 $5.1M 151k 34.01
2023-03-31 $6.1M 173k 35.50
2022-12-31 $11M 306k 36.56
2022-09-30 $13M 408k 32.13

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salesforce (CRM)
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View all positions for GDS Wealth 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
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