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Tanglewood Legacy Advisors »

First Trust Morningstar Divid Ledr shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$47k	1.1k	43.41
2025-06-30	$45k	1.1k	41.87
2025-03-31	$47k	1.1k	43.44
2024-12-31	$44k	1.1k	40.26

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Pgim Aaa MF Closed and MF Open (PAAA)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

First Trust MF Closed and MF Open (GJAN)

First Trust MF Closed and MF Open (DNOV)

First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

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View all funds holding First Trust Morningstar Divid Ledr

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