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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
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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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Private Portfolio Partners

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Csenge Advisory Group
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr