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First Trust Morningstar Divid Ledr shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors 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 Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $244k 6.8k 35.88
2023-09-30 $245k 7.2k 34.01
2023-06-30 $426k 13k 34.01
2023-03-31 $428k 12k 35.50
2022-12-31 $477k 13k 36.56
2022-09-30 $320k 10k 32.15
2022-06-30 $358k 10k 35.58
2022-03-31 $346k 9.3k 37.39
2021-12-31 $328k 9.2k 35.55
2021-09-30 $300k 9.2k 32.77
2021-06-30 $285k 8.6k 33.18
2021-03-31 $211k 6.5k 32.66
2019-12-31 $100k 3.1k 32.55
2019-09-30 $95k 3.1k 30.92
2019-06-30 $92k 3.0k 30.48
2019-03-31 $79k 2.6k 29.90