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First Trust Morningstar Divid Ledr shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip 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 BlueChip 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.0M 157k 37.93
2024-03-31 $4.9M 128k 38.48
2023-12-31 $3.9M 110k 35.88

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for BlueChip Wealth Advisors

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
Raymond James & Associates
TRUE Private Wealth Advisors
Stifel Financial
Envestnet Asset Management
Jpmorgan Chase & Co

View all funds holding First Trust Morningstar Divid Ledr