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First Trust Morningstar Divid Ledr shares owned by Compass Financial Services

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

Historical chart of Compass Financial Services investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Compass Financial Services 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 Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$5.5M	127k	43.41
2025-06-30	$4.7M	112k	41.87
2025-03-31	$4.4M	101k	43.44
2024-12-31	$3.8M	95k	40.26

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)

Wisdomtree Us MF Closed and MF Open (DGRW)

Jpmorgan MF Closed and MF Open (JPST)

First Trust MF Closed and MF Open (KNG)

Invesco Nasdaq MF Closed and MF Open (QQQM)

Jpmorgan MF Closed and MF Open (JEPQ)

SPDR S&P MF Closed and MF Open (VLU)

Invesco S&p MF Closed and MF Open (SPMO)

Ishares Core MF Closed and MF Open (DIVB)

Spdr Bloomberg MF Closed and MF Open (BIL)

First Trust MF Closed and MF Open (FDL)

Global X MF Closed and MF Open (XYLD)

Spdr Portfolio MF Closed and MF Open (SPYG)

Wisdomtree Equity MF Closed and MF Open (WTPI)

Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding First Trust Morningstar Divid Ledr

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Csenge Advisory Group

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View all funds holding First Trust Morningstar Divid Ledr

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