Gunpowder Capital Management, LLC dba Oliver Wealth Management »

First Trust Morningstar Divid Ledr shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management from 13F filings

Historical chart of Gunpowder Capital Management, LLC dba Oliver Wealth Management 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 Gunpowder Capital Management, LLC dba Oliver Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $182k 4.1k 44.35

More positions owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Spdr Gold Shares Gold Shs (GLD)
Apple (AAPL)
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Ishares Gold Tr Ishares Ishares New (IAU)
Spdr S&p 500 Etf Tr Unit (SPY)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Incorporated Class A Cl A (META)
Palantir Technologies Incorporated Class A Cl A (PLTR)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Wal-Mart Stores (WMT)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)

View all positions for Gunpowder Capital Management, LLC dba Oliver Wealth Management

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr