First Trust Morningstar Divid Ledr shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 63k | 41.95 |
| 2024-06-30 | $2.4M | 63k | 37.93 |
| 2024-03-31 | $2.4M | 63k | 38.48 |
| 2023-12-31 | $2.7M | 75k | 35.88 |
| 2023-09-30 | $2.9M | 88k | 33.44 |
| 2023-06-30 | $3.1M | 91k | 34.01 |
| 2023-03-31 | $3.5M | 98k | 35.50 |
| 2022-12-31 | $2.0M | 54k | 36.56 |
| 2022-09-30 | $1.7M | 54k | 32.14 |
| 2022-06-30 | $1.4M | 40k | 35.22 |
| 2022-03-31 | $1.4M | 37k | 37.44 |
| 2021-12-31 | $1.3M | 36k | 35.56 |
| 2021-09-30 | $1.2M | 37k | 32.77 |
| 2021-06-30 | $1.2M | 36k | 33.19 |
| 2021-03-31 | $1.2M | 36k | 32.72 |
| 2020-12-31 | $1.0M | 34k | 29.59 |
| 2020-09-30 | $212k | 8.1k | 26.03 |
| 2020-06-30 | $962k | 38k | 25.36 |
| 2019-12-31 | $1.1M | 35k | 32.57 |
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