Priebe Wealth Holdings »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by Priebe Wealth Holdings

Quarter filed Position value Share count Share price at filing
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 Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ark Etf Tr Next Gnrtn Inter (ARKW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Adams Express Company (ADX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Priebe Wealth Holdings

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Bank of America Corporation
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr