First Trust Morningstar Divid Ledr shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 27k | 43.40 |
| 2025-06-30 | $1.6M | 39k | 41.88 |
| 2025-03-31 | $1.6M | 39k | 42.74 |
| 2024-12-31 | $253k | 6.3k | 40.29 |
| 2024-09-30 | $270k | 6.4k | 42.01 |
| 2024-06-30 | $240k | 6.3k | 37.87 |
| 2024-03-31 | $249k | 6.5k | 38.46 |
| 2023-03-31 | $209k | 5.9k | 35.51 |
| 2022-12-31 | $201k | 5.5k | 36.56 |
| 2022-09-30 | $1.7M | 54k | 32.14 |
| 2022-06-30 | $1.8M | 52k | 35.22 |
| 2018-12-31 | $11M | 319k | 33.91 |
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