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First Trust Morningstar Divid Ledr shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Goldstone Financial Group 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 285k 43.41
2025-06-30 $9.6M 221k 43.20
2025-03-31 $7.2M 165k 43.44

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Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Spdr Series Trust Portfolio Ln Cor (SPLB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Goldstone Financial Group

Top funds holding First Trust Morningstar Divid Ledr

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Csenge Advisory Group
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Envestnet Asset Management

View all funds holding First Trust Morningstar Divid Ledr