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First Trust Morningstar Divid Ledr shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth 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 Glassman Wealth 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 525 41.95
2024-06-30 $20k 525 37.93
2024-03-31 $20k 525 38.48

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View all positions for Glassman Wealth Services

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Bank of America Corporation
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr