First Trust Morningstar Divid Ledr shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 26k | 44.34 |
| 2025-09-30 | $701k | 16k | 43.41 |
| 2025-06-30 | $677k | 16k | 41.87 |
| 2025-03-31 | $742k | 17k | 43.44 |
| 2024-12-31 | $733k | 18k | 41.61 |
| 2024-09-30 | $739k | 18k | 41.95 |
| 2024-06-30 | $660k | 17k | 37.93 |
| 2024-03-31 | $609k | 16k | 38.48 |
| 2023-09-30 | $1.6M | 48k | 33.44 |
| 2023-06-30 | $1.6M | 48k | 34.01 |
| 2023-03-31 | $2.4M | 68k | 35.50 |
| 2022-12-31 | $2.6M | 72k | 36.56 |
| 2022-09-30 | $842k | 26k | 32.11 |
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