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First Trust Morningstar Divid Ledr shares owned by Entruity Wealth

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

Historical chart of Entruity Wealth 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 Entruity Wealth 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 Entruity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 33k 43.41
2025-06-30 $1.3M 32k 41.87
2025-03-31 $1.2M 28k 43.44

More positions owned by Entruity Wealth

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Sprott Asset Management Physical Gold Tr (PHYS)
First Tr Exchange Traded S&p Intl Divid (FID)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)

View all positions for Entruity Wealth

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