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First Trust Morningstar Divid Ledr shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.6M 149k 50.80
2025-12-31 $411k 9.3k 44.34
2025-09-30 $400k 9.2k 43.41
2025-06-30 $383k 9.1k 41.87
2025-03-31 $306k 7.0k 43.44
2024-12-31 $302k 7.5k 40.26
2024-09-30 $311k 7.4k 41.95
2024-06-30 $289k 7.6k 37.93
2024-03-31 $279k 7.3k 38.48
2023-12-31 $258k 7.2k 35.88
2023-09-30 $221k 6.6k 33.44
2023-06-30 $222k 6.5k 34.01
2023-03-31 $229k 6.4k 35.50
2022-12-31 $233k 6.4k 36.56
2022-09-30 $202k 6.3k 31.99
2022-06-30 $219k 6.2k 35.11
2022-03-31 $231k 6.2k 37.28
2021-12-31 $218k 6.2k 35.45
2021-09-30 $157k 4.8k 32.61
2018-12-31 $11k 432 25.46
2018-09-30 $13k 426 30.52
2018-06-30 $12k 423 28.37
2018-03-31 $12k 419 28.64
2017-12-31 $30k 993 30.21
2017-09-30 $29k 983 29.50
2017-06-30 $41k 1.4k 28.37
2017-03-31 $312k 11k 28.83
2016-12-31 $298k 11k 27.74
2016-09-30 $277k 10k 27.32
2016-06-30 $326k 13k 25.64
2016-03-31 $326k 13k 25.64
2015-12-31 $299k 13k 23.67
2015-09-30 $288k 13k 22.15
2015-06-30 $294k 13k 22.81
2015-03-31 $297k 13k 23.26
2014-12-31 $329k 14k 23.98
2014-09-30 $318k 14k 23.39
2014-06-30 $330k 14k 23.75
2014-03-31 $322k 14k 22.52
2013-12-31 $311k 14k 21.93

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding First Trust Morningstar Divid Ledr

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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