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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
2024-06-30 $504k 13k 37.93

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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
Raymond James & Associates
TRUE Private Wealth Advisors
Stifel Financial
Envestnet Asset Management
Jpmorgan Chase & Co

View all funds holding First Trust Morningstar Divid Ledr