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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
2024-03-31	$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

More positions owned by Ergawealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Exchange-traded Cap Strength Etf (FTCS)

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)

First Tr Exchange-traded Ft Vest Ris (RDVI)

Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)

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

First Tr Morningstar Divid L SHS (FDL)

Ishares Tr Msci Usa Min Vol (USMV)

Sherwin-Williams Company (SHW)

View all positions for Ergawealth Advisors

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

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

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