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First Trust Morningstar Divid Ledr shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in First Trust Morningstar Divid Ledr

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All positions including First Trust Morningstar Divid Ledr held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 78k 38.48
2023-09-30 $2.8M 83k 33.44

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

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