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First Trust Morningstar Divid Ledr shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 7.8k 43.41
2025-06-30 $328k 7.8k 41.87
2025-03-31 $346k 8.0k 43.44
2024-12-31 $321k 8.0k 40.26
2024-09-30 $358k 8.5k 41.95
2024-06-30 $430k 11k 38.48
2024-03-31 $430k 11k 38.48

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Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr