Semus Wealth Partners »

First Trust Morningstar Divid Ledr shares owned by Semus Wealth Partners

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

Historical chart of Semus Wealth Partners 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 Semus Wealth Partners 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 Semus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 6.6k 35.88
2023-09-30 $219k 6.5k 33.44

More positions owned by Semus Wealth Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Johnson & Johnson (JNJ)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Semus Wealth Partners

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
Csenge Advisory Group
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

View all funds holding First Trust Morningstar Divid Ledr