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First Trust Morningstar Divid Ledr shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning 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 Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $904k 18k 50.80

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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