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First Trust Morningstar Divid Ledr shares owned by Wise Wealth Partners

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

Historical chart of Wise Wealth 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 Wise Wealth 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 Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 5.3k 43.41
2025-06-30 $221k 5.3k 41.87
2025-03-31 $229k 5.3k 43.44
2024-12-31 $212k 5.3k 40.26

More positions owned by Wise Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Dimensional Etf Trust Global Core Plus (DFGP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Wise Wealth Partners

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr