Elevation Capital Advisory »

First Trust Morningstar Divid Ledr shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 108k 50.80
2025-03-31 $9.6M 222k 43.44

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr State Street Ult (ULST)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded A Com Shs (FEX)
First Tr Exchange-traded SHS (FDL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for Elevation Capital Advisory

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Csenge Advisory Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Private Advisor
Jones Financial Companies, L.L
Commonwealth Equity Services

View all funds holding First Trust Morningstar Divid Ledr