First Trust Morningstar Divid Ledr shares owned by CLS Investments
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 61k | 43.41 |
| 2025-06-30 | $2.6M | 63k | 41.87 |
| 2025-03-31 | $3.2M | 73k | 43.44 |
| 2024-12-31 | $3.0M | 75k | 40.26 |
| 2024-09-30 | $3.2M | 77k | 41.95 |
| 2024-06-30 | $3.2M | 84k | 37.93 |
| 2024-03-31 | $3.5M | 90k | 38.48 |
| 2023-12-31 | $3.8M | 104k | 36.62 |
| 2023-09-30 | $4.1M | 122k | 33.44 |
| 2023-06-30 | $4.4M | 129k | 34.01 |
| 2023-03-31 | $4.9M | 139k | 35.50 |
| 2019-03-31 | $4.0k | 143 | 27.97 |
| 2017-12-31 | $5.0k | 181 | 27.62 |
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