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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
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 Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Core Muni Fxd In (AVMU)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Lowe's Companies (LOW)
Chevron Corporation (CVX)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Analog Devices (ADI)
Phillips 66 (PSX)

View all positions for Mattern Wealth Management

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Summit Financial Wealth Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr