First Trust Morningstar Divid Ledr shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 68k | 35.88 |
| 2023-09-30 | $2.4M | 72k | 33.44 |
| 2023-06-30 | $2.4M | 69k | 34.01 |
| 2023-03-31 | $2.2M | 61k | 35.50 |
| 2022-12-31 | $2.0M | 53k | 36.56 |
| 2022-09-30 | $1.3M | 42k | 32.13 |
| 2022-06-30 | $1.4M | 41k | 35.23 |
| 2021-12-31 | $974k | 27k | 35.58 |
| 2021-03-31 | $1.3M | 34k | 37.45 |
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