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First Trust Morningstar Divid Ledr shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 53k 38.48
2023-12-31 $1.9M 54k 35.88
2023-09-30 $1.8M 54k 33.45
2023-06-30 $1.0M 31k 34.01
2023-03-31 $514k 15k 35.50
2022-12-31 $529k 15k 36.56
2022-09-30 $272k 8.5k 32.05
2021-03-31 $418k 13k 32.72
2020-12-31 $301k 10k 29.59
2019-12-31 $250k 7.7k 32.59
2019-09-30 $225k 7.2k 31.04
2019-06-30 $222k 7.2k 30.62
2019-03-31 $250k 8.3k 30.11
2017-12-31 $413k 14k 30.07
2017-06-30 $390k 14k 28.14
2017-03-31 $378k 13k 28.84
2016-12-31 $607k 22k 27.77
2016-09-30 $615k 23k 27.26
2016-06-30 $958k 36k 26.82
2016-03-31 $937k 37k 25.66
2015-12-31 $1.5M 63k 23.70
2015-09-30 $1.4M 64k 22.15
2015-06-30 $1.5M 64k 22.80
2015-03-31 $1.5M 65k 23.28
2014-12-31 $1.4M 59k 23.97
2014-09-30 $893k 38k 23.41
2014-06-30 $1.1M 45k 23.79
2014-03-31 $1.0M 44k 22.51
2013-12-31 $1.0M 48k 21.91
2013-06-30 $626k 30k 20.62
2013-03-31 $21k 1.0k 21.00
2012-12-31 $18k 1.0k 18.00
2012-09-30 $20k 1.0k 20.00
2012-06-30 $19k 1.0k 19.00
2011-12-31 $11k 600 18.33
2011-09-30 $375k 6.3k 59.38
2011-06-30 $375k 6.3k 59.38
2011-03-31 $375k 6.3k 59.38

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

Top funds holding First Trust Morningstar Divid Ledr

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

View all funds holding First Trust Morningstar Divid Ledr