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First Trust Morningstar Divid Ledr shares owned by AIFG Consultants

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

Historical chart of AIFG Consultants 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 AIFG Consultants 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 AIFG Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 9.3k 43.41
2025-06-30 $418k 10k 41.87
2025-03-31 $623k 14k 43.44
2024-12-31 $634k 16k 40.26
2024-09-30 $5.2M 125k 41.95
2024-06-30 $5.2M 136k 37.93
2024-03-31 $5.8M 150k 38.48
2023-12-31 $5.5M 153k 35.88
2023-09-30 $11M 335k 33.44
2023-06-30 $12M 364k 34.01
2023-03-31 $13M 371k 35.50
2022-12-31 $16M 439k 36.56

More positions owned by AIFG Consultants

Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
First Trust Core Investment Grade Etf Etf (FTCB)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Rafi Strategic Us Etf Etf (IUS)
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Global X U.s. Infrastructure Development Etf Etf (PAVE)

View all positions for AIFG Consultants

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
SRS Capital Advisors
Royal Bank of Canada
UBS Group
Cetera Investment Advisers
Stifel Financial
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Rockport Wealth
Advisor Group Holdings
Envestnet Asset Management

View all funds holding First Trust Morningstar Divid Ledr