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First Trust Morningstar Divid Ledr shares owned by Pensionmark Financial Group

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 69k 43.41
2025-06-30 $1.1M 27k 41.87
2025-03-31 $1.1M 25k 43.44
2024-12-31 $845k 21k 40.27
2024-09-30 $754k 18k 41.95

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View all positions for Pensionmark Financial Group

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
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

View all funds holding First Trust Morningstar Divid Ledr