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First Trust Morningstar Divid Ledr shares owned by Fairvoy Private Wealth

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

Historical chart of Fairvoy Private 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 Fairvoy Private 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 Fairvoy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 93k 50.80

More positions owned by Fairvoy Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Short Treas Bd (SHV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Southern Company (SO)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Genuine Parts Company (GPC)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core Msci Total (IXUS)

View all positions for Fairvoy Private Wealth

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr