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First Trust Morningstar Divid Ledr shares owned by PCG Wealth Advisors

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

Historical chart of PCG Wealth Advisors 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 PCG Wealth Advisors 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 PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 81k 41.95
2024-06-30 $3.1M 83k 37.93
2024-03-31 $3.9M 101k 38.48
2023-12-31 $5.1M 142k 35.88
2023-09-30 $5.4M 161k 33.44
2023-06-30 $6.0M 176k 34.01
2023-03-31 $5.8M 164k 35.50
2022-12-31 $2.9M 79k 36.56

More positions owned by PCG Wealth Advisors

Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
First Tr Value Line Divid In SHS (FVD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange Traded Energy Alphadx (FXN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for PCG Wealth Advisors

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Bank of America Corporation
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr