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First Trust Morningstar Divid Ledr shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth 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 WJ Wealth 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.8M 186k 41.87
2025-03-31 $12M 273k 43.44

More positions owned by WJ Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tcw Etf Trust Flexible Income (FLXR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Harbor Etf Trust Long Term Grower (WINN)
Capital Group International SHS (CGIE)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Global X Fds Defense Tech Etf (SHLD)
Tcw Etf Trust Transform System (PWRD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for WJ Wealth Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
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
Private Advisor

View all funds holding First Trust Morningstar Divid Ledr