First Trust Morningstar Divid Ledr shares owned by Claro Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 7.7k | 43.41 |
| 2025-06-30 | $324k | 7.7k | 41.87 |
| 2025-03-31 | $333k | 7.7k | 43.44 |
| 2024-12-31 | $308k | 7.7k | 40.26 |
| 2024-09-30 | $703k | 24k | 29.89 |
| 2024-06-30 | $354k | 9.3k | 37.93 |
| 2024-03-31 | $355k | 9.2k | 38.48 |
| 2023-12-31 | $447k | 13k | 35.88 |
| 2023-09-30 | $545k | 16k | 33.44 |
| 2023-06-30 | $611k | 18k | 34.01 |
| 2023-03-31 | $1.8M | 50k | 35.50 |
| 2022-12-31 | $1.8M | 49k | 36.55 |
| 2019-12-31 | $338k | 10k | 32.62 |
| 2019-09-30 | $318k | 10k | 31.02 |
| 2019-06-30 | $305k | 9.9k | 30.67 |
| 2019-03-31 | $289k | 9.6k | 30.19 |
| 2018-12-31 | $277k | 9.3k | 29.84 |
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