First Trust Morningstar Divid Ledr shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors 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 Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Trust Morningstar Divid Ledr by Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $673k | 18k | 38.48 |
2023-12-31 | $676k | 19k | 35.88 |
2023-09-30 | $581k | 17k | 33.44 |
2023-06-30 | $578k | 17k | 34.01 |
2023-03-31 | $596k | 17k | 35.50 |
2022-12-31 | $216k | 5.9k | 36.56 |
2022-06-30 | $210k | 6.0k | 35.16 |
2022-03-31 | $267k | 7.1k | 37.42 |
2021-12-31 | $246k | 6.9k | 35.57 |
2021-09-30 | $226k | 6.9k | 32.79 |
2021-06-30 | $229k | 6.9k | 33.15 |
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