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First Trust Morningstar Divid Ledr shares owned by TCFG Investment Advisors

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

Historical chart of TCFG Investment 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 TCFG Investment 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 TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 26k 50.80

More positions owned by TCFG Investment Advisors

Apple (AAPL)
RBB F/m Us Treasury (TBIL)
NVIDIA Corporation (NVDA)
Franco-Nevada Corporation (FNV)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
Wheaton Precious Metals Corp (WPM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG Investment Advisors

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr