Paladin Advisory Group »

First Trust Morningstar Divid Ledr shares owned by Paladin Advisory Group

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

Historical chart of Paladin Advisory 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 Paladin Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by Paladin Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 668 43.41
2025-06-30 $28k 668 41.87
2025-03-31 $29k 668 43.44

More positions owned by Paladin Advisory Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Paladin Advisory Group

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