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First Trust Morningstar Divid Ledr shares owned by Atlas Private Wealth Advisors

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

Historical chart of Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $799k 18k 44.34
2025-09-30 $1.6M 37k 43.41
2025-06-30 $1.8M 43k 41.87
2021-09-30 $23k 710 32.39
2021-06-30 $24k 710 33.80
2021-03-31 $23k 710 32.39
2020-12-31 $21k 710 29.58
2020-09-30 $19k 710 26.76
2020-06-30 $18k 710 25.35

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
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Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Atlas Private Wealth Advisors

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr