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First Trust Morningstar Divid Ledr shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners 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 Wealthspan Partners 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 Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $287k 7.5k 38.48
2023-06-30 $342k 10k 34.01
2023-03-31 $228k 6.4k 35.50

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View all positions for Wealthspan Partners

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Bank of America Corporation
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Jpmorgan Chase & Co
TRUE Private Wealth Advisors
Raymond James & Associates
Kowal Investment Group

View all funds holding First Trust Morningstar Divid Ledr