National Wealth Management Group »

First Trust Morningstar Divid Ledr shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $226k 6.8k 33.44
2023-06-30 $245k 7.0k 35.18
2023-03-31 $954k 28k 33.94
2022-12-31 $2.0M 56k 36.56
2022-09-30 $211k 6.6k 32.13

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

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