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Wetzel Investment Advisors »

First Trust Morningstar Divid Ledr shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors 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 Wetzel Investment Advisors 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 Wetzel Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$4.3M	116k	36.62
2023-12-31	$4.1M	113k	35.88

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)

Vanguard Index Funds S&p 500 Etf Voo (VOO)

Jpmorgan Chase & Company JPM (JPM)

Eli Lilly & Company Lly (LLY)

Ishares Tr Rus 1000 Grw Etf Iwf (IWF)

Vanguard Extended Market Etf VXF (VXF)

First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)

First Trust Capital Strength Etf FTCS (FTCS)

Ishares Tr Conv Bd Etf Icvt (ICVT)

Ishares Tr Intl Sel Div Etf Idv (IDV)

Spdr S&p 500 Etf Spy (SPY)

Ishares Tr Core S&p Mcp Etf Ijh (IJH)

Vanguard Value Etf VTV (VTV)

Ishares Incorporated Core Msci Emkt Iemg (IEMG)

Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment Advisors

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

Csenge Advisory Group

UBS Group

Stifel Financial

TRUE Private Wealth Advisors

Jpmorgan Chase & Co

Raymond James & Associates

Kowal Investment Group

Commonwealth Equity Services

Cambridge Investment Research Advisors

Branch Banking & Trust Company

View all funds holding First Trust Morningstar Divid Ledr

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