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First Trust Morningstar Divid Ledr shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 5.1k 44.34
2025-03-31 $201k 4.6k 43.44
2024-06-30 $235k 6.2k 37.90
2024-03-31 $232k 6.0k 38.48

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Select Sector Spdr Tr State Street Tec (XLK)
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Amazon (AMZN)
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View all positions for Sequent Planning

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr