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First Trust Morningstar Divid Ledr shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Carl P. Sherr & Co 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 Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $282k 5.8k 48.66

More positions owned by Carl P. Sherr & Co

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Bd Index Fds Intermed Term (BIV)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust St Port High Etf (SPHY)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for Carl P. Sherr & Co

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr