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First Trust Morningstar Divid Ledr shares owned by Next Level Private

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

Historical chart of Next Level Private 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 Next Level Private 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 Next Level Private

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 97k 38.48
2023-12-31 $3.5M 97k 35.88
2023-09-30 $3.3M 101k 32.89
2023-06-30 $4.4M 130k 33.93
2023-03-31 $4.7M 133k 35.50
2022-12-31 $3.6M 95k 37.45

More positions owned by Next Level Private

First Tr Value Line Divid In SHS (FVD)
JPMorgan Chase & Co. (JPM)
Carlisle Companies (CSL)
General Electric Com New (GE)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Blackstone Group Inc Com Cl A (BX)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Alphabet Cap Stk Cl C (GOOG)
International Business Machines (IBM)

View all positions for Next Level Private

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