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First Trust Morningstar Divid Ledr shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 4.2k 48.67
2026-03-31 $212k 4.2k 50.80

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View all positions for Carlson Financial

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