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First Trust Morningstar Divid Ledr shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management Group 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 Provence Wealth Management Group 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 Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $734k 21k 35.88
2023-09-30 $685k 21k 33.44
2023-06-30 $799k 24k 34.01
2023-03-31 $1.0M 29k 35.50
2022-12-31 $1.5M 42k 36.56
2022-09-30 $1.5M 47k 32.12
2022-06-30 $1.6M 47k 35.21
2022-03-31 $1.9M 51k 37.45
2021-12-31 $1.6M 45k 35.55