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First Trust Morningstar Divid Ledr shares owned by Iams Wealth Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $564k 13k 41.95
2024-06-30 $382k 10k 37.93
2024-03-31 $1.4M 37k 36.34
2023-12-31 $1.7M 47k 35.88
2023-09-30 $525k 16k 33.44
2023-06-30 $1.0M 30k 33.84
2023-03-31 $498k 14k 35.15
2022-12-31 $557k 15k 36.56