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First Trust Morningstar Divid Ledr shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $79k 2.2k 35.88
2023-12-31 $79k 2.2k 35.88

More positions owned by Transcendent Capital Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr Gold Shares Gold Shs (GLD)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Ishares Tr Cohen Steer Reit Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Pacer Us Small Cap Cash Cows 100 Etf Pacer Us Small (CALF)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)

View all positions for Transcendent Capital Group

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