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First Trust Morningstar Divid Ledr shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 75k 42.76
2025-06-30 $3.3M 78k 42.26
2025-03-31 $7.2M 165k 43.44
2024-12-31 $5.5M 137k 40.26
2024-09-30 $5.3M 127k 41.95
2024-06-30 $627k 17k 37.93

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Spdr Portfolio MF Closed and MF Open (SPLG)
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Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group Advisors

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