Creative Planning »

First Trust Morningstar Divid Ledr shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 36k 40.26
2024-09-30 $1.2M 29k 41.95
2024-06-30 $1.1M 29k 37.93
2024-03-31 $1.1M 29k 38.48
2023-12-31 $1.1M 30k 35.88
2023-09-30 $936k 28k 33.44
2023-06-30 $957k 28k 34.01
2023-03-31 $1.2M 33k 35.50
2022-12-31 $1.0M 28k 36.56
2022-09-30 $1.3M 42k 32.14
2022-06-30 $918k 26k 35.22
2022-03-31 $918k 25k 37.43
2021-12-31 $9.5M 42k 226.15
2021-09-30 $1.2M 36k 32.73
2021-06-30 $465k 14k 33.21
2021-03-31 $352k 11k 32.68
2020-12-31 $299k 10k 29.55
2020-09-30 $233k 9.0k 26.03
2020-06-30 $212k 8.4k 25.39
2019-12-31 $272k 8.3k 32.60
2019-09-30 $259k 8.3k 31.05
2017-06-30 $41k 1.5k 28.08
2017-03-31 $74k 2.6k 28.62
2016-12-31 $29k 1.1k 27.62
2016-09-30 $71k 2.6k 27.17
2016-06-30 $59k 2.2k 27.03
2016-03-31 $26k 1.0k 25.52
2015-12-31 $32k 1.4k 23.51
2015-03-31 $7.0k 300 23.33
2014-12-31 $47k 2.0k 24.00
2014-09-30 $7.0k 300 23.33
2014-06-30 $8.0k 320 25.00
2014-03-31 $7.0k 320 21.88
2013-12-31 $32k 1.5k 21.77
2013-09-30 $26k 1.3k 20.80
2013-06-30 $74k 3.6k 20.71
2012-12-31 $28k 1.5k 18.67
2012-09-30 $29k 1.5k 19.33

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Rockport Wealth
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr