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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

Tip: Access up to 7 years of quarterly data

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
2026-03-31 $14M 274k 50.80
2025-12-31 $14M 304k 44.34
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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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
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Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Schwab Strategic Tr Fundamental Us S (FNDA)

View all positions for Goldstone Financial Group

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
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Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr