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First Trust Morningstar Divid Ledr shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by O'shaughnessy Asset 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 51k 43.41
2025-06-30 $1.3M 30k 41.87
2025-03-31 $519k 12k 43.44

More positions owned by O'shaughnessy Asset Management

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Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Tesla Motors (TSLA)
Visa Com Cl A (V)
Altria (MO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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View all positions for O'shaughnessy Asset Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
SRS Capital Advisors
Royal Bank of Canada
UBS Group
Cetera Investment Advisers
Stifel Financial
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Rockport Wealth
Advisor Group Holdings
Envestnet Asset Management

View all funds holding First Trust Morningstar Divid Ledr