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First Trust Morningstar Divid Ledr shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $908k 19k 48.66

More positions owned by Compass Financial Management

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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
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Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr