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First Trust Morningstar Divid Ledr shares owned by ROI Financial Advisors

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

Historical chart of ROI Financial Advisors 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 ROI Financial Advisors 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 ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 72k 38.47

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View all positions for ROI Financial Advisors

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