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First Trust Morningstar Divid Ledr shares owned by Genesis Private Wealth

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

Historical chart of Genesis 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 Genesis 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 Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 110k 43.41
2025-06-30 $4.5M 108k 41.87
2025-03-31 $4.6M 105k 43.44
2024-12-31 $4.1M 101k 40.26

More positions owned by Genesis Private Wealth

Ishares Tr Rus 1000 Grw Etf (IWF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pgim Etf Tr Total Return Bon (PTRB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Genesis Private Wealth

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
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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