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First Trust Morningstar Divid Ledr shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 898 43.41
2025-06-30 $38k 898 41.87
2025-03-31 $39k 898 43.44
2024-12-31 $36k 898 40.26
2024-09-30 $38k 898 41.95
2024-06-30 $34k 898 37.93

More positions owned by Cape Investment Advisory

Microsoft Corporation (MSFT)
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Amazon (AMZN)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Booking Holdings (BKNG)
Charles Schwab Corporation (SCHW)
Ishares Tr Core S&p500 Etf (IVV)
Iqvia Holdings (IQV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Walt Disney Company (DIS)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Applied Materials (AMAT)
Anthem (ELV)

View all positions for Cape Investment Advisory

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
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
Private Advisor

View all funds holding First Trust Morningstar Divid Ledr