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First Trust Morningstar Divid Ledr shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 540k 38.48
2023-12-31 $19M 519k 35.88
2023-09-30 $16M 483k 33.44
2023-06-30 $21M 603k 34.50
2023-03-31 $18M 510k 35.50
2022-12-31 $392k 436k 0.90
2022-09-30 $8.5M 265k 32.13
2022-06-30 $4.9M 138k 35.22
2022-03-31 $4.2M 119k 35.56
2021-12-31 $4.2M 119k 35.56
2021-09-30 $4.1M 126k 32.76
2021-06-30 $4.1M 123k 33.18
2021-03-31 $3.6M 111k 32.72
2020-12-31 $1.1M 38k 29.60
2020-09-30 $963k 37k 26.05
2020-06-30 $1.2M 47k 25.35
2020-03-31 $2.0M 88k 22.33
2019-12-31 $3.0M 92k 32.58
2019-09-30 $2.8M 90k 31.03
2019-06-30 $2.8M 92k 30.36
2019-03-31 $2.8M 92k 29.90
2018-12-31 $2.6M 95k 27.23
2018-09-30 $2.3M 77k 29.81
2018-06-30 $1.7M 58k 28.49
2018-03-31 $5.3M 189k 28.23
2017-12-31 $1.9M 63k 30.06
2017-09-30 $7.2M 249k 29.15
2017-06-30 $6.8M 246k 27.88
2017-03-31 $6.7M 233k 28.75
2016-12-31 $5.0M 180k 27.79
2016-09-30 $2.6M 99k 26.91
2016-06-30 $2.2M 81k 26.91
2016-03-31 $1.4M 54k 25.65
2015-12-31 $1.3M 56k 23.70
2015-09-30 $1.6M 71k 22.15
2015-06-30 $1.9M 83k 22.79
2015-03-31 $2.8M 120k 23.28
2014-12-31 $2.3M 98k 23.77
2014-09-30 $1.7M 73k 23.40
2014-06-30 $976k 41k 23.77
2014-03-31 $686k 31k 22.51
2013-12-31 $288k 13k 21.88

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View all positions for Private Advisor

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