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First Trust Morningstar Divid Ledr shares owned by Priebe Wealth Holdings

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

Historical chart of Priebe Wealth Holdings 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 Priebe Wealth Holdings 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 Priebe Wealth Holdings

Quarter filed Position value Share count Share price at filing
2025-06-30 $989k 24k 41.87
2025-03-31 $966k 22k 43.44
2024-12-31 $1.1M 27k 40.26
2024-09-30 $1.0M 24k 41.95
2024-06-30 $761k 20k 37.93
2024-03-31 $745k 19k 38.48
2023-12-31 $669k 19k 35.88

More positions owned by Priebe Wealth Holdings

Spdr Series Trust Portfolio S&p500 (SPLG)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Fidelity Covington Trust Enhanced Large (FELC)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ark Etf Tr Next Gnrtn Inter (ARKW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Adams Express Company (ADX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Priebe Wealth Holdings

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