Retirement Group »

First Trust Morningstar Divid Ledr shares owned by Retirement Group

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

Historical chart of Retirement 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 Retirement Group 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 Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 1.1k 38.48
2023-12-31 $43k 1.2k 35.88
2023-09-30 $301k 9.0k 33.44
2023-06-30 $382k 11k 34.01
2023-03-31 $320k 9.0k 35.56
2022-12-31 $18k 500 36.00

More positions owned by Retirement Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Exxon Mobil Corporation (XOM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Chevron Corporation (CVX)
Vanguard Index Fds Value Etf (VTV)
Jefferies Finl Group (JEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20+ Year Tr Bd (TLTW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Retirement Group

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
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
Janney Montgomery Scott

View all funds holding First Trust Morningstar Divid Ledr