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First Trust Morningstar Divid Ledr shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth 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 Bennett Associates Wealth 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 Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 91k 41.95
2024-06-30 $3.4M 90k 37.93
2024-03-31 $3.5M 91k 38.48
2023-12-31 $3.0M 85k 35.88

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Msci Emrg Chn (EMXC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mid Cap Etf (VO)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Total Usd (IUSB)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

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