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Iams Wealth Management »

First Trust Morningstar Divid Ledr shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.4M	37k	36.34
2023-12-31	$1.7M	47k	35.88
2023-09-30	$525k	16k	33.44
2023-06-30	$1.0M	30k	33.84
2023-03-31	$498k	14k	35.15
2022-12-31	$557k	15k	36.56

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United Parcel Service CL B (UPS)

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Microsoft Corporation (MSFT)

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View all positions for Iams Wealth Management

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View all funds holding First Trust Morningstar Divid Ledr

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