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First Trust Morningstar Divid Ledr shares owned by Clear Harbor Asset Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Clear Harbor Asset Management from 13F filings

Historical chart of Clear Harbor Asset Management investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Clear Harbor Asset Management 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 Clear Harbor Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 6.4k 43.41
2025-06-30 $277k 6.6k 41.87
2025-03-31 $302k 7.0k 43.44
2024-12-31 $299k 7.4k 40.26

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Roper Industries (ROP)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C Put Option (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Water Works (AWK)
Amazon (AMZN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Alphabet Cap Stk Cl A Put Option (GOOGL)
NVIDIA Corporation (NVDA)

View all positions for Clear Harbor Asset Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
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

View all funds holding First Trust Morningstar Divid Ledr