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First Trust Morningstar Divid Ledr shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 130k 35.88
2023-09-30 $6.5M 194k 33.44
2023-06-30 $7.5M 221k 34.01
2023-03-31 $10M 285k 35.50
2022-12-31 $9.4M 256k 36.56
2022-09-30 $5.3M 149k 35.62
2022-06-30 $4.1M 115k 35.22
2022-03-31 $1.1M 30k 37.45