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First Trust Morningstar Divid Ledr shares owned by XML Financial

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

Historical chart of XML Financial investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $270k 8.1k 33.44
2023-06-30 $754k 22k 34.01
2023-03-31 $900k 25k 35.50
2022-12-31 $756k 21k 36.56
2022-09-30 $363k 11k 32.17
2022-06-30 $233k 6.6k 35.28
2019-12-31 $333k 10k 32.55

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View all positions for XML Financial

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