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First Trust Morningstar Divid Ledr shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $352M 3.1M 112.35
2025-06-30 $5.9M 141k 41.87
2025-03-31 $4.4M 102k 43.44
2024-12-31 $3.7M 92k 40.26
2021-09-30 $18k 535 33.64
2021-06-30 $44k 1.3k 32.96

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View all positions for SRS Capital Advisors

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