First Trust Morningstar Divid Ledr shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Colonial River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $287k | 6.9k | 41.95 |
| 2024-06-30 | $286k | 7.5k | 37.93 |
| 2024-03-31 | $324k | 8.4k | 38.48 |
| 2023-12-31 | $1.0M | 28k | 35.88 |
| 2023-09-30 | $599k | 18k | 33.44 |
| 2023-06-30 | $631k | 19k | 34.01 |
| 2023-03-31 | $680k | 19k | 35.50 |
| 2022-12-31 | $819k | 22k | 36.56 |
| 2022-09-30 | $716k | 22k | 32.11 |
| 2022-06-30 | $757k | 22k | 35.22 |
| 2022-03-31 | $965k | 26k | 37.43 |
| 2021-12-31 | $1.8M | 50k | 35.57 |
| 2021-06-30 | $1.8M | 54k | 33.19 |
| 2021-03-31 | $1.7M | 53k | 32.72 |
| 2020-12-31 | $1.4M | 46k | 30.55 |
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