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First Trust Morningstar Divid Ledr shares owned by SageOak Financial

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

Historical chart of SageOak 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 SageOak 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 SageOak Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 5.3k 43.41
2025-06-30 $224k 5.3k 41.87
2025-03-31 $456k 11k 43.44

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View all positions for SageOak Financial

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr