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First Trust Morningstar Divid Ledr shares owned by Center for Wealth Management Advisory

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Center for Wealth Management Advisory from 13F filings

Historical chart of Center for Wealth Management 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 Center for Wealth Management 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 Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 285k 44.34

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
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
Jones Financial Companies, L.L

View all funds holding First Trust Morningstar Divid Ledr