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First Trust Morningstar Divid Ledr shares owned by UBS Group

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

Historical chart of UBS Group investment in First Trust Morningstar Divid Ledr

20162017201820192020202120222023202420M40M60M80M100M1M2M3M
Value ($)Share countHistorical FDL position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including First Trust Morningstar Divid Ledr held by UBS 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 UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $81M 2.0M 40.33
2024-09-30 $76M 1.8M 41.95
2024-06-30 $67M 1.8M 37.93
2023-12-31 $58M 1.6M 35.88
2023-09-30 $65M 1.9M 33.44
2023-06-30 $75M 2.2M 34.01
2023-03-31 $78M 2.2M 35.51
2022-12-31 $110M 3.0M 36.56
2022-09-30 $41M 1.3M 32.26
2022-06-30 $43M 1.2M 35.18
2022-03-31 $19M 511k 37.44
2021-12-31 $20M 564k 35.56
2021-09-30 $14M 441k 32.76
2021-06-30 $17M 507k 33.18
2021-03-31 $25M 763k 32.72
2020-12-31 $15M 508k 29.59
2020-09-30 $13M 492k 26.06
2020-06-30 $13M 529k 25.36
2020-03-31 $21M 925k 22.33
2019-12-31 $35M 1.1M 32.58
2019-09-30 $32M 1.0M 31.04
2019-06-30 $39M 1.3M 30.64
2019-03-31 $39M 1.3M 30.16
2018-12-31 $38M 1.4M 27.24
2018-09-30 $43M 1.4M 29.81
2018-06-30 $38M 1.3M 28.59
2018-03-31 $38M 1.3M 28.23
2017-12-31 $47M 1.6M 30.09
2017-09-30 $40M 1.4M 29.02
2017-06-30 $51M 1.8M 28.13
2017-03-31 $60M 2.1M 28.81
2016-12-31 $56M 2.0M 27.76
2016-09-30 $53M 1.9M 27.27
2016-06-30 $50M 1.9M 26.83
2016-03-31 $37M 1.4M 25.65
2015-12-31 $22M 925k 23.70
2015-09-30 $14M 613k 22.14
2015-03-31 $18M 792k 23.28

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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

View all positions for UBS Group

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr