Valued Retirements »

First Trust Morningstar Divid Ledr shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 48k 50.80

More positions owned by Valued Retirements

Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Internatnal Val (DFIV)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Apple (AAPL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded SHS (FDL)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Valued Retirements

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr