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First Trust Morningstar Divid Ledr shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $530k 13k 41.95
2024-06-30 $479k 13k 37.93
2024-03-31 $505k 13k 38.48
2023-09-30 $505k 15k 33.44
2023-06-30 $529k 16k 34.01
2023-03-31 $514k 15k 35.50
2022-12-31 $518k 14k 36.56
2022-09-30 $492k 15k 32.10
2022-06-30 $536k 15k 35.20
2022-03-31 $529k 14k 37.45
2021-12-31 $502k 14k 35.54
2021-09-30 $463k 14k 32.78
2021-06-30 $475k 14k 33.16
2020-12-31 $427k 14k 29.60
2020-06-30 $388k 15k 25.39
2019-12-31 $498k 15k 32.58
2019-09-30 $466k 15k 31.07
2019-06-30 $471k 15k 30.63
2019-03-31 $414k 14k 30.16
2018-12-31 $415k 15k 27.26
2018-09-30 $373k 13k 29.78
2018-06-30 $458k 16k 28.58
2018-03-31 $452k 16k 28.20
2017-12-31 $600k 20k 30.11
2017-09-30 $592k 20k 29.00
2017-06-30 $595k 21k 28.12
2017-03-31 $602k 21k 28.81
2016-12-31 $604k 22k 27.77
2016-09-30 $631k 23k 27.26
2016-06-30 $621k 23k 26.83
2016-03-31 $607k 24k 25.67
2015-12-31 $560k 24k 23.68
2015-09-30 $523k 24k 22.12
2015-06-30 $562k 25k 22.78
2015-03-31 $578k 25k 23.28
2014-12-31 $602k 25k 23.96
2014-09-30 $641k 27k 23.42
2014-06-30 $653k 27k 23.78
2014-03-31 $588k 26k 22.51
2013-12-31 $7.0k 327 21.41
2013-09-30 $538k 26k 20.86
2013-06-30 $597k 29k 20.62

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View all positions for Regal Investment Advisors

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