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First Trust Morningstar Divid Ledr shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth 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 Archetype Wealth 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $86k 1.7k 50.59

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Gold Trust Etf (IAU)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard International High Dividend Yield Etf Etf (VYMI)
State Street Utilities Select Sector Spdr Etf Etf (XLU)

View all positions for Archetype Wealth Partners

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr