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First Trust Morningstar Divid Ledr shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $47M 1.4M 33.44
2023-06-30 $49M 1.4M 34.01
2023-03-31 $61M 1.7M 35.50
2022-12-31 $64M 1.8M 36.56
2022-09-30 $29M 894k 32.13
2022-06-30 $23M 654k 35.22
2022-03-31 $14M 380k 37.44
2021-12-31 $10M 290k 35.56
2021-09-30 $9.3M 283k 32.76
2021-06-30 $10M 314k 33.18
2021-03-31 $17M 513k 32.72
2020-12-31 $14M 478k 29.59
2020-09-30 $14M 534k 26.06
2020-06-30 $15M 574k 25.36
2020-03-31 $14M 616k 22.33
2019-12-31 $20M 611k 32.58
2019-09-30 $17M 540k 31.04
2019-06-30 $15M 500k 30.64
2019-03-31 $15M 482k 30.16
2018-12-31 $12M 442k 27.24
2018-09-30 $901k 30k 29.81
2018-06-30 $2.8M 98k 28.59
2018-03-31 $2.7M 97k 28.04
2017-12-31 $2.9M 96k 30.09
2017-09-30 $2.1M 71k 29.03
2017-06-30 $2.8M 98k 28.14
2017-03-31 $2.6M 92k 28.81
2016-12-31 $2.8M 101k 27.74
2016-09-30 $1.9M 71k 27.27
2016-06-30 $2.6M 98k 26.83
2016-03-31 $2.1M 84k 25.65
2015-12-31 $1.6M 70k 23.71
2015-09-30 $1.3M 59k 22.14
2015-06-30 $1.3M 59k 22.80
2015-03-31 $1.4M 59k 23.28
2014-12-31 $6.0k 269 22.30
2014-09-30 $6.0k 254 23.62
2014-06-30 $6.0k 252 23.81
2014-03-31 $6.0k 250 24.00

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Summit Financial Wealth Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr