Harwood Advisory »

First Trust Morningstar Divid Ledr shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory 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 Harwood Advisory 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 Harwood Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $161k 3.8k 41.95
2023-09-30 $411k 12k 33.44
2023-06-30 $461k 13k 34.40
2023-03-31 $370k 10k 36.30
2020-03-31 $191k 8.6k 22.21
2019-12-31 $309k 9.5k 32.54
2019-09-30 $214k 6.9k 31.10
2019-06-30 $210k 6.9k 30.58
2019-03-31 $207k 6.9k 30.19

More positions owned by Harwood Advisory

Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Clo Etf (CLOI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Msci Emrg Chn (EMXC)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for Harwood Advisory

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr