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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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 231k 43.41
2025-06-30 $18M 428k 41.87
2025-03-31 $68M 1.6M 43.44
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

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Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

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
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