First Trust Morningstar Divid Ledr shares owned by Calton & Associates
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates 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 Calton & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Morningstar Divid Ledr by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $927k | 21k | 43.41 |
| 2025-06-30 | $878k | 21k | 41.87 |
| 2025-03-31 | $1.1M | 13k | 81.67 |
| 2024-12-31 | $439k | 11k | 40.26 |
| 2024-09-30 | $404k | 11k | 37.67 |
| 2024-06-30 | $394k | 10k | 37.93 |
| 2024-03-31 | $400k | 10k | 38.48 |
| 2023-12-31 | $366k | 10k | 35.88 |
| 2023-06-30 | $233k | 6.9k | 34.01 |
| 2023-03-31 | $368k | 10k | 35.50 |
| 2022-12-31 | $241k | 6.6k | 36.56 |
| 2022-09-30 | $218k | 6.8k | 32.08 |
| 2020-03-31 | $215k | 9.6k | 22.35 |
| 2019-12-31 | $312k | 9.6k | 32.56 |
| 2019-09-30 | $271k | 8.7k | 31.04 |
| 2019-06-30 | $248k | 8.1k | 30.64 |
| 2019-03-31 | $259k | 8.6k | 30.11 |
| 2017-12-31 | $103k | 3.4k | 30.69 |
Top funds holding First Trust Morningstar Divid Ledr
View all funds holding First Trust Morningstar Divid Ledr