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First Trust Morningstar Divid Ledr shares owned by Forge Financial Services

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

Historical chart of Forge Financial Services 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 Forge Financial Services 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 Forge Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 65k 43.59
2025-06-30 $2.8M 67k 42.41
2025-03-31 $3.0M 70k 43.44
2024-12-31 $3.0M 73k 41.82

More positions owned by Forge Financial Services

First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
T Rowe Price Etf Cap Appreciation (TCAF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded SHS (FDL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Forge Financial Services

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