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First Trust Morningstar Divid Ledr shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 31k 35.88
2023-09-30 $1.4M 41k 33.44
2023-06-30 $1.2M 35k 34.01
2023-03-31 $1.5M 42k 35.50
2022-12-31 $812k 22k 36.56
2022-06-30 $1.2M 35k 35.21

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview 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