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First Trust Morningstar Divid Ledr shares owned by Capital & Planning

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

Historical chart of Capital & Planning 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 Capital & Planning 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 Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.6k 150 50.80
2024-12-31 $12k 286 40.26

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View all positions for Capital & Planning

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Advisor Group Holdings
Jones Financial Companies, L.L
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding First Trust Morningstar Divid Ledr