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First Trust Morningstar Divid Ledr shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $32k 628 50.79

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View all positions for Roxbury Financial

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr