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First Trust Morningstar Divid Ledr shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial Partners 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 Sweet Financial Partners 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 Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 5.3k 38.48
2022-03-31 $205k 5.5k 37.42

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Csenge Advisory Group
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr