First Trust Morningstar Divid Ledr shares owned by Basepoint Wealth
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Basepoint Wealth
from 13F filings
Historical chart of Basepoint Wealth investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Basepoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $762k | 18k | 43.41 |
| 2025-06-30 | $678k | 16k | 41.87 |
| 2025-03-31 | $684k | 16k | 43.44 |
| 2024-12-31 | $630k | 16k | 40.26 |
| 2024-09-30 | $650k | 16k | 41.95 |
| 2024-06-30 | $609k | 16k | 37.93 |
| 2024-03-31 | $618k | 16k | 38.48 |
| 2023-12-31 | $576k | 16k | 35.88 |
| 2023-09-30 | $537k | 16k | 33.44 |
| 2023-06-30 | $545k | 16k | 34.01 |
| 2023-03-31 | $569k | 16k | 35.50 |
| 2022-12-31 | $586k | 16k | 36.56 |
| 2022-09-30 | $515k | 16k | 32.13 |
| 2022-06-30 | $564k | 16k | 35.22 |
| 2022-03-31 | $599k | 16k | 37.44 |
| 2021-12-31 | $569k | 16k | 35.56 |
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