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First Trust Morningstar Divid Ledr shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 84k 43.41
2025-06-30 $2.8M 67k 41.87
2025-03-31 $1.1M 26k 43.44
2024-12-31 $886k 22k 40.56
2024-09-30 $850k 20k 41.95
2024-06-30 $504k 13k 37.93

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View all positions for Summit Financial

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