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First Trust Morningstar Divid Ledr shares owned by Sfam

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

Historical chart of Sfam 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 Sfam 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 Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.0k 178 50.80

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iShares Short Term Muni Shrt Nat Mun Etf (SUB)
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Eli Lilly & Co. (LLY)
State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Stifel Financial
Csenge Advisory Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Private Advisor
Jones Financial Companies, L.L
Commonwealth Equity Services

View all funds holding First Trust Morningstar Divid Ledr