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First Trust Morningstar Divid Ledr shares owned by Claris Financial

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

Historical chart of Claris 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 Claris 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $240k 6.0k 40.26
2024-12-31 $240k 6.0k 40.26

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr