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First Trust Morningstar Divid Ledr shares owned by Prosperity Consulting Group

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Prosperity Consulting Group from 13F filings

Historical chart of Prosperity Consulting Group 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 Prosperity Consulting Group 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 Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 87k 41.95

More positions owned by Prosperity Consulting Group

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prosperity Consulting Group

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Rockport Wealth
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr