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First Trust Morningstar Divid Ledr shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset 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 Litman Gregory Asset 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $109k 2.5k 44.34

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Rockport Wealth
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Private Advisor
Jones Financial Companies, L.L

View all funds holding First Trust Morningstar Divid Ledr