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First Trust Morningstar Divid Ledr shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 155k 41.95
2024-06-30 $5.9M 155k 37.93
2024-03-31 $6.0M 155k 38.48
2023-12-31 $5.7M 159k 35.88
2023-09-30 $5.3M 159k 33.44
2023-06-30 $5.7M 167k 34.01
2023-03-31 $6.5M 184k 35.50
2022-12-31 $7.0M 191k 36.56
2022-09-30 $6.2M 192k 32.13
2022-06-30 $6.9M 195k 35.22
2022-03-31 $7.3M 196k 37.44
2021-12-31 $7.5M 211k 35.56
2021-09-30 $7.1M 218k 32.76
2021-06-30 $8.4M 254k 33.18
2021-03-31 $8.1M 248k 32.72
2020-12-31 $9.7M 327k 29.59
2020-09-30 $8.9M 340k 26.06
2020-06-30 $9.2M 362k 25.36
2020-03-31 $9.0M 405k 22.33
2019-12-31 $13M 398k 32.58
2019-09-30 $14M 434k 31.04
2019-06-30 $13M 435k 30.64
2019-03-31 $13M 440k 30.16
2018-12-31 $12M 429k 27.24
2018-09-30 $13M 420k 29.81
2018-06-30 $12M 426k 28.59
2018-03-31 $12M 426k 28.23
2017-12-31 $13M 432k 30.09
2017-09-30 $12M 423k 29.02
2017-06-30 $11M 382k 28.13
2017-03-31 $7.1M 257k 27.75
2016-12-31 $7.1M 257k 27.75
2016-09-30 $4.7M 173k 27.27
2016-06-30 $1.6M 58k 26.83
2015-06-30 $24k 1.0k 23.23
2015-03-31 $24k 1.0k 23.23
2014-12-31 $25k 1.0k 24.20
2014-09-30 $26k 1.1k 23.51

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

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