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First Trust Morningstar Divid Ledr shares owned by Virtue Capital Management

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

Historical chart of Virtue Capital Management 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 Virtue Capital Management 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 Virtue Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 47k 36.43
2023-09-30 $800k 23k 34.22
2023-06-30 $800k 23k 34.22
2023-03-31 $839k 24k 35.31
2022-12-31 $1.0M 29k 36.56
2022-09-30 $912k 28k 32.12
2022-06-30 $1.0M 30k 35.21
2022-03-31 $602k 16k 37.46
2021-12-31 $612k 17k 35.56
2021-09-30 $320k 9.8k 32.76

More positions owned by Virtue Capital Management

Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vaneck Ig Floating Rate Etf Ig Floating Rate Etf (FLTR)
Ishares Short Treasury Bond Etf Short Treas Bd (SHV)
First Trust Senior Loan Etf Senior Ln Fd (FTSL)
Pimco Enhanced Shrt Maturty Actv Etf Enhan Shrt Ma Ac (Principal) (MINT)
Vanguard S&p 500 Etf S&p 500 Etf Shs (Principal) (VOO)
Vanguard Russell 2000 Value Etf Vng Rus2000val Etf (VTWV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Russell 2000 Growth Etf Vng Rus2000grw Etf (VTWG)
Microsoft Corporation (MSFT)
Blackrock Ultra Short Term Bond Etf Blackrock Ultra (ICSH)
Apple (AAPL)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Month T-bill Etf (BIL)
First Trust Technology Alphad Etf Iv Tech Alphadex (FXL)
First Tr Indl Prod Drbl Alpha Etf Iv Indls Prod Dur (FXR)

View all positions for Virtue Capital Management

Top funds holding First Trust Morningstar Divid Ledr

Wells Fargo & Company
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
UBS Group
Stifel Financial
TRUE Private Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates
Kowal Investment Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Summit Financial Wealth Advisors
Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr