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First Trust Morningstar Divid Ledr shares owned by Twin City Private Wealth

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

Historical chart of Twin City Private Wealth 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 Twin City Private Wealth 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 Twin City Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 6.2k 41.95
2024-06-30 $246k 6.5k 37.93

More positions owned by Twin City Private Wealth

JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Comcast Corp Cl A (CMCSA)
Wells Fargo & Company (WFC)
Microsoft Corporation (MSFT)
Philip Morris International (PM)
Exxon Mobil Corporation (XOM)
Booking Holdings (BKNG)
Starbucks Corporation (SBUX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Medtronic SHS (MDT)
Air Products & Chemicals (APD)
Amazon (AMZN)
Lamar Advertising Cl A (LAMR)
Enbridge (ENB)

View all positions for Twin City Private Wealth

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Wells Fargo & Company
Raymond James Financial Services Advisors
UBS Group
Cetera Investment Advisers
Csenge Advisory Group
Bank of America Corporation
Royal Bank of Canada
Rockport Wealth
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
Envestnet Asset Management

View all funds holding First Trust Morningstar Divid Ledr