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First Trust Morningstar Divid Ledr shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 5.3k 41.95
2024-06-30 $206M 164k 1253.97
2024-03-31 $344k 8.9k 38.48
2023-12-31 $227k 6.3k 35.88
2023-09-30 $224k 6.7k 33.44
2023-03-31 $231k 6.5k 35.50

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View all positions for Strategic Financial Concepts

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Bank of America Corporation
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr