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Ergawealth Advisors »

First Trust Morningstar Divid Ledr shares owned by Ergawealth Advisors

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

Historical chart of Ergawealth Advisors 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 Ergawealth Advisors 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 Ergawealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$901k	22k	41.95
2024-06-30	$1.1M	30k	37.93
2024-03-31	$2.0M	53k	38.48
2023-12-31	$3.3M	92k	35.88
2023-09-30	$4.5M	136k	33.44
2023-06-30	$6.4M	188k	34.01
2023-03-31	$6.2M	174k	35.50
2022-12-31	$4.1M	114k	36.56

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J P Morgan Exchange Traded F Equity Premium (JEPI)

Capital Group Dividend Value Shs Creation Uni (CGDV)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

First Tr Exchange-traded Ft Vest S&p 500 (KNG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

Pacer Fds Tr Lunt Lrgcp Multi (PALC)

Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Apple (AAPL)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

First Tr Exchange-traded Ft Vest Ris (RDVI)

First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Ergawealth Advisors

Top funds holding First Trust Morningstar Divid Ledr

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UBS Group

Cetera Investment Advisers

Csenge Advisory Group

Bank of America Corporation

Royal Bank of Canada

Rockport Wealth

Ameriprise Financial

Northwestern Mutual Wealth Management Company

Advisor Group Holdings

Raymond James & Associates

Jpmorgan Chase & Co

Envestnet Asset Management

View all funds holding First Trust Morningstar Divid Ledr

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