First Trust Morningstar Divid Ledr shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $740k | 22k | 33.44 |
| 2023-06-30 | $823k | 24k | 34.01 |
| 2023-03-31 | $857k | 24k | 35.50 |
| 2022-06-30 | $845k | 24k | 35.20 |
| 2022-03-31 | $898k | 24k | 37.45 |
| 2021-12-31 | $851k | 24k | 35.54 |
| 2021-09-30 | $783k | 24k | 32.74 |
| 2021-06-30 | $723k | 22k | 33.17 |
| 2021-03-31 | $566k | 17k | 32.72 |
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