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First Trust Morningstar Divid Ledr shares owned by Private Portfolio Partners

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Private Portfolio Partners from 13F filings

Historical chart of Private Portfolio Partners 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 Private Portfolio Partners 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 Private Portfolio Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 31k 41.95
2024-03-31 $1.3M 33k 38.48
2023-12-31 $1.2M 32k 35.88
2023-09-30 $1.1M 34k 33.44
2023-06-30 $1.1M 33k 34.01
2023-03-31 $968k 27k 35.50
2022-12-31 $543k 15k 36.56

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Portfolio Partners

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