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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
2024-03-31 $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)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Value Line Divid In SHS (FVD)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Global X Fds Global X Silver (SIL)
American Centy Etf Tr Us Quality Grow (QGRO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Morningstar Divid L SHS (FDL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for PCG Wealth Advisors

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Summit Financial Wealth Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr