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First Trust Morningstar Divid Ledr shares owned by McCarley & Cook Financial Planners

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by McCarley & Cook Financial Planners from 13F filings

Historical chart of McCarley & Cook Financial Planners 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 McCarley & Cook Financial Planners 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 McCarley & Cook Financial Planners

Quarter filed Position value Share count Share price at filing
2026-09-30 $5.3k 108 49.11

More positions owned by McCarley & Cook Financial Planners

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Ftse Developed Markets ETF Etf (VEA)
Dimensional US Core Equity 2 ETF Etf (DFAC)
Avantis U.S. Small Cap Value ETF Etf (AVUV)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Dimensional US Large Cap Value ETF Etf (DFLV)
iShares Core Msci Emerging Markets ETF Etf (IEMG)
Capital Group Core Plus Income Etf Etf (CGCP)
Columbia EM Core Ex-China ETF Etf (XCEM)
Procter And Gamble Stock (PG)
Dimensional International Core Equity 2 ETF Etf (DFIC)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Russell 1000 Value ETF Etf (IWD)
Dimensional US Targeted Value ETF Etf (DFAT)
Vanguard ESG US Stock ETF Etf (ESGV)

View all positions for McCarley & Cook Financial Planners

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr