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First Trust Morningstar Divid Ledr shares owned by Pacific Wealth Management

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

Historical chart of Pacific 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 Pacific 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 Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.9M 118k 33.44
2023-06-30 $3.8M 112k 34.01
2023-03-31 $4.0M 114k 35.50
2022-12-31 $3.9M 107k 36.56
2022-09-30 $3.0M 92k 32.13
2022-06-30 $3.3M 92k 35.22

More positions owned by Pacific Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Abbvie (ABBV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Abbott Laboratories (ABT)
Intel Corporation (INTC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Intuit (INTU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pacific Wealth Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
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
Private Advisor

View all funds holding First Trust Morningstar Divid Ledr