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First Trust Morningstar Divid Ledr shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Beacon Financial 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 Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 529k 41.95
2024-06-30 $20M 530k 37.93
2024-03-31 $20M 530k 38.48
2023-12-31 $19M 532k 35.88
2023-09-30 $41M 535k 76.18
2023-06-30 $35M 464k 74.34
2023-03-31 $21M 292k 73.38
2022-12-31 $23M 306k 74.98
2022-09-30 $16M 232k 67.20
2022-06-30 $17M 237k 70.65
2022-03-31 $19M 236k 79.23
2021-12-31 $20M 237k 83.64
2021-09-30 $7.5M 227k 33.28
2021-06-30 $7.5M 227k 32.82
2021-03-31 $7.5M 23k 321.11
2020-12-31 $7.5M 23k 321.11
2020-06-30 $6.6M 263k 25.14
2020-03-31 $7.7M 296k 26.16
2019-12-31 $17M 353k 48.79
2019-09-30 $13M 426k 30.94
2019-06-30 $13M 435k 30.64
2019-03-31 $8.2M 159k 51.28
2018-12-31 $8.4M 311k 27.09
2018-09-30 $592k 20k 29.80
2018-06-30 $625k 22k 28.59
2018-03-31 $617k 22k 28.22
2017-12-31 $770k 26k 30.09
2017-09-30 $743k 26k 29.03
2017-06-30 $754k 27k 28.08
2017-03-31 $778k 27k 28.85
2016-12-31 $748k 27k 27.73
2016-09-30 $738k 27k 27.13
2016-06-30 $718k 27k 26.40
2016-03-31 $745k 29k 25.70
2015-12-31 $17M 699k 23.92
2015-09-30 $15M 694k 21.85
2015-06-30 $30M 1.3M 22.82
2015-03-31 $29M 1.2M 23.46
2014-12-31 $29M 1.2M 24.26
2014-09-30 $28M 1.2M 23.43
2014-06-30 $27M 1.1M 23.78
2014-03-31 $24M 1.1M 22.34
2013-12-31 $24M 1.1M 21.89
2013-09-30 $25M 1.2M 20.93

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Bank of America Corporation
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr