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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

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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
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