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First Trust Morningstar Divid Ledr shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners 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 Wealthspan Partners 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 Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 6.0k 41.95
2024-06-30 $440k 12k 37.93
2024-03-31 $287k 7.5k 38.48
2023-06-30 $342k 10k 34.01
2023-03-31 $228k 6.4k 35.50

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View all positions for Wealthspan Partners

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr