First Trust Morningstar Divid Ledr shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $483k | 13k | 38.48 |
| 2023-12-31 | $427k | 12k | 35.88 |
| 2023-09-30 | $398k | 12k | 33.44 |
| 2023-06-30 | $405k | 12k | 34.01 |
| 2023-03-31 | $423k | 12k | 35.50 |
| 2022-12-31 | $435k | 12k | 36.56 |
| 2022-09-30 | $382k | 12k | 32.10 |
| 2022-06-30 | $419k | 12k | 35.20 |
| 2022-03-31 | $439k | 12k | 37.45 |
| 2021-12-31 | $416k | 12k | 35.49 |
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