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First Trust Morningstar Divid Ledr shares owned by Santori & Peters

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

Historical chart of Santori & Peters investment in First Trust Morningstar Divid Ledr

201820192020202120222023202420250.5M1M10k20k30k
Value ($)Share countHistorical FDL position of Santori & Peters Source: stockzoa.comValue ($)Share count

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All positions including First Trust Morningstar Divid Ledr held by Santori & Peters 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 Santori & Peters

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 34k 40.26
2024-09-30 $1.4M 33k 41.95
2024-06-30 $365k 9.6k 37.93
2024-03-31 $368k 9.6k 38.48
2023-12-31 $339k 9.5k 35.88
2023-09-30 $315k 9.4k 33.44
2023-06-30 $323k 9.5k 34.01
2023-03-31 $322k 9.1k 35.50
2022-12-31 $289k 7.9k 36.56
2017-12-31 $224k 7.9k 28.27

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Koppers Holdings (KOP)
Apple (AAPL)

View all positions for Santori & Peters

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
Cetera Investment Advisers
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Stifel Financial
Jpmorgan Chase & Co

View all funds holding First Trust Morningstar Divid Ledr