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First Trust Morningstar Divid Ledr shares owned by Assetmark

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

Historical chart of Assetmark 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 Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 33k 35.88
2023-09-30 $1.1M 32k 33.44
2023-06-30 $44k 1.3k 34.01
2023-03-31 $46k 1.3k 35.50
2022-12-31 $47k 1.3k 36.56
2022-09-30 $42k 1.3k 32.41

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View all positions for Assetmark

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