Orion Portfolio Solutions »

First Trust Morningstar Divid Ledr shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 104k 36.62
2023-09-30 $4.1M 122k 33.44
2023-06-30 $4.4M 129k 34.01
2023-03-31 $4.9M 139k 35.50
2022-12-31 $4.7M 127k 36.56
2022-09-30 $3.0M 94k 32.13
2022-06-30 $1.7M 48k 35.22
2022-03-31 $257k 6.9k 37.48
2020-12-31 $321k 11k 29.57
2020-09-30 $289k 11k 26.02
2020-06-30 $270k 11k 25.31
2020-03-31 $237k 11k 22.37
2019-12-31 $17k 527 32.26