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First Trust Morningstar Divid Ledr shares owned by BankPlus Trust Department

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

Historical chart of BankPlus Trust Department investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by BankPlus Trust Department 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 BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 110 43.41
2025-06-30 $4.6k 110 41.87
2025-03-31 $4.8k 110 43.44

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
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NVIDIA Corporation (NVDA)
John Hancock Exchange Traded multifactor mi (JHMM)
Progressive Corporation (PGR)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Trust Series 1 (QQQ)
W.W. Grainger (GWW)
Automatic Data Processing (ADP)
Procter & Gamble Company (PG)
Home Depot (HD)

View all positions for BankPlus Trust Department

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