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First Trust Morningstar Divid Ledr shares owned by Oxford Wealth Group

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

Historical chart of Oxford Wealth 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 Oxford Wealth Group 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 Oxford Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 92k 50.80

More positions owned by Oxford Wealth Group

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ea Series Trust Bridgeway Blue (BBLU)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded SHS (FDL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange-traded Dj Glbl Divid (FGD)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange-traded Nasdq Cln Edge (GRID)

View all positions for Oxford Wealth Group

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Ameriprise Financial
Raymond James Financial
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
Jones Financial Companies, L.L
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding First Trust Morningstar Divid Ledr