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First Trust Morningstar Divid Ledr shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital 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 Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $92k 2.2k 41.95
2024-06-30 $83k 2.2k 37.93
2024-03-31 $85k 2.2k 38.48
2023-12-31 $79k 2.2k 35.88

More positions owned by Transcendent Capital Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Large-cap Etf Large Cap Etf (VV)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital 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