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First Trust Morningstar Divid Ledr shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $749k 15k 50.80

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View all positions for Optivise Advisory Services

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
Private Advisor
Cambridge Investment Research Advisors
Jones Financial Companies, L.L

View all funds holding First Trust Morningstar Divid Ledr