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First Trust Morningstar Divid Ledr shares owned by Personal Cfo Solutions

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

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $463k 14k 33.44
2023-06-30 $404k 12k 34.01
2023-03-31 $970k 27k 35.50
2022-12-31 $1.0M 28k 36.56
2022-09-30 $481k 15k 32.11
2022-06-30 $423k 12k 35.22

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View all positions for Personal Cfo Solutions

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