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First Trust Morningstar Divid Ledr shares owned by Lighthouse Wealth Management

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

Historical chart of Lighthouse Wealth Management 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 Lighthouse Wealth Management 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 Lighthouse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $933k 22k 43.41
2025-06-30 $547k 13k 41.87

More positions owned by Lighthouse Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Globl Cash Etf (GCOW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Eafe Smcp (HSCZ)
Abbvie (ABBV)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
NVIDIA Corporation (NVDA)
Abbott Laboratories (ABT)

View all positions for Lighthouse Wealth Management

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