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First Trust Morningstar Divid Ledr shares owned by Park Square Financial Group

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

Historical chart of Park Square Financial Group investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Park Square Financial 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 Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 38k 43.41
2025-06-30 $2.8M 66k 41.87
2025-03-31 $3.5M 82k 43.44
2024-12-31 $4.6M 114k 40.26

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Spdr S&p 500 Etf Etf - Equity (SPY)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
Inv Qqq Etf Etf - Equity
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)

View all positions for Park Square Financial Group

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
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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