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First Trust Morningstar Divid Ledr shares owned by Beacon Capital Management

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

Historical chart of Beacon Capital Management 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 Beacon Capital Management 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 Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $131k 3.3k 40.26
2024-09-30 $135k 3.2k 41.95
2024-06-30 $122k 3.2k 37.93
2024-03-31 $124k 3.2k 38.48
2022-06-30 $24k 640 37.50
2022-03-31 $24k 640 37.50

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View all positions for Beacon Capital Management

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr