Kms Financial Services »

First Trust Morningstar Divid Ledr shares owned by Kms Financial Services

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

Historical chart of Kms Financial Services 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 Kms Financial Services 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 Kms Financial Services

Quarter filed Position value Share count Share price at filing
2014-09-30 $1.2M 52k 23.40
2014-06-30 $1.2M 52k 23.78
2014-03-31 $1.2M 52k 22.51
2013-12-31 $908k 41k 21.91
2013-09-30 $572k 27k 20.85
2013-06-30 $256k 12k 20.59

More positions owned by Kms Financial Services

Vanguard Growth ETF (VUG)
Apple (AAPL)
Berkshire Hathaway (BRK.B)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Total Bond Market ETF (BND)
Johnson & Johnson (JNJ)
General Electric Company
Microsoft Corporation (MSFT)
At&t (T)
Verizon Communications (VZ)
Boeing Company (BA)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Kms Financial Services

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