First Trust Morningstar Divid Ledr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 41k | 41.95 |
| 2024-06-30 | $4.6M | 120k | 37.93 |
| 2024-03-31 | $5.3M | 137k | 38.48 |
| 2023-09-30 | $11M | 333k | 33.44 |
| 2023-06-30 | $12M | 343k | 34.01 |
| 2023-03-31 | $13M | 358k | 35.50 |
| 2022-12-31 | $8.7M | 237k | 36.56 |
| 2022-09-30 | $953k | 30k | 32.13 |
| 2022-06-30 | $565k | 16k | 35.24 |
| 2022-03-31 | $216k | 5.8k | 37.39 |
| 2021-12-31 | $647k | 18k | 35.54 |
| 2021-09-30 | $617k | 19k | 32.77 |
| 2021-06-30 | $327k | 9.9k | 33.17 |
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