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First Trust Morningstar Divid Ledr shares owned by Mattern Wealth Management

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

Historical chart of Mattern 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 Mattern 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 Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $461k 11k 41.95
2024-06-30 $482k 13k 37.93
2024-03-31 $569k 15k 38.48
2023-12-31 $620k 17k 35.88
2023-09-30 $667k 20k 33.44
2023-06-30 $4.8M 140k 34.01
2023-03-31 $4.4M 124k 35.50

More positions owned by Mattern Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Core Muni Fxd In (AVMU)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
JPMorgan Chase & Co. (JPM)

View all positions for Mattern Wealth Management

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