First Trust Morningstar Divid Ledr shares owned by CWM
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by CWM
from 13F filings
Historical chart of CWM investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 54k | 44.35 |
| 2025-09-30 | $975k | 23k | 43.43 |
| 2025-06-30 | $852k | 20k | 41.89 |
| 2025-03-31 | $745k | 17k | 43.45 |
| 2024-12-31 | $623k | 16k | 40.29 |
| 2024-09-30 | $772k | 18k | 41.93 |
| 2024-06-30 | $438k | 12k | 37.94 |
| 2024-03-31 | $619k | 16k | 38.50 |
| 2023-12-31 | $321k | 9.0k | 35.84 |
| 2023-09-30 | $296k | 8.9k | 33.44 |
| 2023-06-30 | $386k | 11k | 34.04 |
| 2023-03-31 | $1.3M | 37k | 35.51 |
| 2022-12-31 | $146k | 4.0k | 36.56 |
| 2022-09-30 | $128k | 4.0k | 32.10 |
| 2022-06-30 | $140k | 4.0k | 35.18 |
| 2022-03-31 | $149k | 4.0k | 37.47 |
| 2021-12-31 | $259k | 7.3k | 35.62 |
| 2021-06-30 | $241k | 7.3k | 33.20 |
| 2021-03-31 | $602k | 18k | 32.73 |
| 2020-12-31 | $570k | 19k | 29.61 |
| 2020-09-30 | $501k | 19k | 26.04 |
| 2020-06-30 | $488k | 19k | 25.37 |
| 2020-03-31 | $429k | 19k | 22.31 |
| 2019-12-31 | $941k | 29k | 32.59 |
| 2019-09-30 | $915k | 30k | 31.04 |
| 2019-06-30 | $1.8M | 58k | 30.65 |
| 2019-03-31 | $0 | 1 | 0.00 |
| 2018-12-31 | $0 | 2 | 0.00 |
| 2018-09-30 | $0 | 1 | 0.00 |
| 2016-06-30 | $14k | 537 | 26.07 |
| 2016-03-31 | $14k | 537 | 26.07 |
| 2015-12-31 | $72k | 3.0k | 23.70 |
| 2015-09-30 | $82k | 3.7k | 22.02 |
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