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First Trust Morningstar Divid Ledr shares owned by Turning Point Benefit Group

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

Historical chart of Turning Point Benefit 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 Turning Point Benefit 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 Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 55k 43.86
2025-06-30 $899k 22k 41.87
2025-03-31 $585k 15k 39.00
2024-12-31 $344k 8.6k 40.05

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Spdr Series Trust Etf (SPLG)
Northern Lts Fd Tr Iv Etf (WWJD)
Ishares Tr Etf (FLOT)
Wheaton Precious Metals Corp (WPM)
Capital Group U S Multi Sec Etf (CGMS)
Dimensional Etf Trust Etf (DFIV)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Vanguard Whitehall Fds Etf (VYMI)
Rowe Price Etf Etf (TFLR)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
Ishares Gold Tr (IAUM)
Spdr Gold Tr Etf (GLD)
First Tr Exchange-traded Etf (FDL)

View all positions for Turning Point Benefit Group

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
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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