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First Trust Morningstar Divid Ledr shares owned by Kms Financial Services

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

Historical chart of Kms Financial Services investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Kms Financial Services 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 Kms Financial Services

Quarter filed Position value Share count Share price at filing
2014-09-30 $1.2M 52k 23.40
2014-06-30 $1.2M 52k 23.78
2014-03-31 $1.2M 52k 22.51
2013-12-31 $908k 41k 21.91
2013-09-30 $572k 27k 20.85
2013-06-30 $256k 12k 20.59

More positions owned by Kms Financial Services

Vanguard Growth ETF (VUG)
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Berkshire Hathaway (BRK.B)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Total Bond Market ETF (BND)
Johnson & Johnson (JNJ)
General Electric Company
Microsoft Corporation (MSFT)
At&t (T)
Verizon Communications (VZ)
Boeing Company (BA)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Kms Financial Services

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
Csenge Advisory Group
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

View all funds holding First Trust Morningstar Divid Ledr