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First Trust Morningstar Divid Ledr shares owned by Paragon Private Wealth Management

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

Historical chart of Paragon Private 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 Paragon Private 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 Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $454k 13k 35.88
2023-09-30 $416k 12k 33.44
2023-06-30 $423k 12k 34.01
2023-03-31 $442k 12k 35.50
2022-12-31 $655k 18k 36.56
2022-09-30 $566k 16k 35.41
2022-06-30 $547k 16k 35.25
2022-03-31 $599k 16k 38.60
2021-12-31 $552k 16k 35.57