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First Trust Morningstar Divid Ledr shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial Advisors 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 Mayflower Financial Advisors 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 Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $263k 5.2k 50.80
2023-03-31 $265k 7.5k 35.50
2022-12-31 $239k 6.5k 36.56

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mayflower Financial Advisors

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr