Win Advisors »

First Trust Morningstar Divid Ledr shares owned by Win Advisors

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

Historical chart of Win 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 35k 50.80
2025-03-31 $1.9M 44k 43.44

More positions owned by Win Advisors

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Ishares Tr Morningstr Us Eq (ILCB)
Harbor Etf Trust Harbor Commodity (HGER)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Wellington Us Momentum (VFMO)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ssga Active Etf Tr State Street Glo (GAL)
Spdr Series Trust State Street Spd (CWB)
Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded A Com Shs (FTC)

View all positions for Win Advisors

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