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First Trust Morningstar Divid Ledr shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth 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 New England Private Wealth 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 24k 44.34
2025-09-30 $990k 23k 43.41
2025-06-30 $970k 23k 42.73

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Broadstone Net Lease (BNL)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)

View all positions for New England Private Wealth Advisors

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr