First Trust Morningstar Divid Ledr shares owned by AE Wealth Management
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 38k | 41.95 |
| 2024-06-30 | $1.3M | 39k | 33.00 |
| 2024-03-31 | $6.2M | 187k | 33.00 |
| 2023-12-31 | $12M | 329k | 36.40 |
| 2023-09-30 | $14M | 410k | 33.44 |
| 2023-06-30 | $27M | 795k | 34.01 |
| 2023-03-31 | $23M | 660k | 35.50 |
| 2022-12-31 | $28M | 760k | 36.56 |
| 2022-09-30 | $18M | 564k | 32.13 |
| 2022-06-30 | $28M | 796k | 35.22 |
| 2022-03-31 | $15M | 403k | 37.44 |
| 2021-12-31 | $1.7M | 48k | 35.57 |
| 2021-09-30 | $1.8M | 56k | 32.76 |
| 2021-06-30 | $1.8M | 55k | 33.17 |
| 2021-03-31 | $1.9M | 57k | 32.71 |
| 2020-12-31 | $950k | 32k | 29.59 |
| 2020-09-30 | $782k | 30k | 26.07 |
| 2020-06-30 | $956k | 38k | 25.36 |
| 2020-03-31 | $548k | 25k | 22.34 |
| 2019-12-31 | $676k | 21k | 32.60 |
| 2019-09-30 | $637k | 21k | 31.03 |
| 2019-06-30 | $892k | 29k | 30.65 |
| 2019-03-31 | $410k | 14k | 30.14 |
| 2018-12-31 | $328k | 12k | 27.24 |
| 2018-09-30 | $740k | 25k | 29.79 |
| 2018-06-30 | $805k | 28k | 28.59 |
| 2018-03-31 | $1.0M | 36k | 28.24 |
| 2017-12-31 | $1.1M | 35k | 30.10 |
| 2017-09-30 | $1.0M | 36k | 29.02 |
| 2017-06-30 | $1.1M | 39k | 28.12 |
| 2017-03-31 | $1000k | 35k | 28.80 |
| 2016-12-31 | $233k | 8.4k | 27.75 |
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