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First Trust Morningstar Divid Ledr shares owned by Milestone Group

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

Historical chart of Milestone Group 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 Milestone Group 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $230k 6.1k 37.93
2024-03-31 $233k 6.1k 38.48
2023-12-31 $217k 6.1k 35.88
2023-09-30 $203k 6.1k 33.44
2023-06-30 $206k 6.1k 34.01
2023-03-31 $215k 6.1k 35.50
2022-12-31 $236k 6.5k 36.56
2022-09-30 $108k 3.4k 32.23
2022-06-30 $118k 3.4k 35.21

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr