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First Trust Morningstar Divid Ledr shares owned by Plotkin Financial Advisors

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

Historical chart of Plotkin Financial 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 Plotkin Financial 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 Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $200k 4.6k 43.41
2025-03-31 $201k 4.6k 43.44

More positions owned by Plotkin Financial Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Invesco Qqq Trust Series I Etf (QQQ)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Vaneck Semiconductor Etf Etf (SMH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Dividend Appreciation Etf Etf (VIG)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
First Trust Capital Strength Etf Etf (FTCS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
First Trust Dow Jones Internet Index Fund Etf (FDN)
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)

View all positions for Plotkin Financial 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