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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

Tip: Access up to 7 years of quarterly data

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
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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View all positions for Holistic Planning

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr