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First Trust Morningstar Divid Ledr shares owned by Capital Square

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

Historical chart of Capital Square 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 Square 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 Square

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 4.6k 44.34
2025-09-30 $201k 4.6k 43.42
2025-03-31 $200k 4.6k 43.44
2020-03-31 $75k 3.4k 22.37

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View all positions for Capital Square

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Rockport Wealth
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Private Advisor

View all funds holding First Trust Morningstar Divid Ledr