TSFG »

First Trust Morningstar Divid Ledr shares owned by TSFG

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

Historical chart of TSFG 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 TSFG consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by TSFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $106k 2.4k 43.35
2025-06-30 $102k 2.4k 41.92
2025-03-31 $105k 2.4k 43.39
2024-12-31 $98k 2.4k 40.36
2024-09-30 $150k 3.6k 41.92
2024-06-30 $152k 4.0k 38.00
2024-03-31 $138k 3.6k 38.39
2023-12-31 $127k 3.6k 35.77

More positions owned by TSFG

Ishares Russell MF Closed and MF Open (IWF)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYV)
Abbvie Common Stock (ABBV)
Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IEMG)
Technology Select MF Closed and MF Open (XLK)
Abbott Laboratories Common Stock (ABT)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Spdr Intermediate MF Closed and MF Open (SPTI)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Aggregate MF Closed and MF Open (SPAB)
Invesco S&p MF Closed and MF Open (XLG)

View all positions for TSFG

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr