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First Trust Morningstar Divid Ledr shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family 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 Pinnacle Family 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $286k 6.8k 41.86
2025-03-31 $917k 21k 43.44
2024-12-31 $901k 22k 40.26
2024-09-30 $425k 10k 41.95
2024-06-30 $867k 23k 37.93

More positions owned by Pinnacle Family Advisors

Tidal Trust Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
O'reilly Automotive (ORLY)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Tesla Motors (TSLA)

View all positions for Pinnacle Family Advisors

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