First Trust Morningstar Divid Ledr shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Trust Morningstar Divid Ledr by Connecticut Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $713k | 17k | 41.95 |
2024-06-30 | $645k | 17k | 37.93 |
2024-03-31 | $654k | 17k | 38.48 |
2023-12-31 | $610k | 17k | 35.88 |
2023-09-30 | $569k | 17k | 33.44 |
2023-06-30 | $578k | 17k | 34.01 |
2023-03-31 | $604k | 17k | 35.50 |
2022-12-31 | $622k | 17k | 36.56 |
2022-09-30 | $546k | 17k | 32.12 |
2022-06-30 | $599k | 17k | 35.24 |
2022-03-31 | $636k | 17k | 37.41 |
2021-12-31 | $605k | 17k | 35.59 |
2021-09-30 | $655k | 20k | 32.75 |
2021-06-30 | $664k | 20k | 33.20 |
2020-12-31 | $592k | 20k | 29.60 |
2020-09-30 | $521k | 20k | 26.05 |
2020-06-30 | $507k | 20k | 25.35 |
2020-03-31 | $447k | 20k | 22.35 |
2019-12-31 | $652k | 20k | 32.60 |
2019-09-30 | $621k | 20k | 31.05 |
2019-06-30 | $306k | 10k | 30.60 |
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