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First Trust Morningstar Divid Ledr shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $587k 13k 44.34

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Ishares Tr TRS FLT RT BD (TFLO)
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Vanguard World Comm Srvc Etf (VOX)
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Ishares Tr Msci Eafe Min Vl (EFAV)

View all positions for Hershey Financial Advisers

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