First Trust Morningstar Divid Ledr shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $452k | 14k | 33.44 |
| 2023-06-30 | $459k | 14k | 34.01 |
| 2023-03-31 | $479k | 14k | 35.50 |
| 2022-12-31 | $493k | 14k | 36.55 |
| 2022-09-30 | $433k | 14k | 32.11 |
| 2022-06-30 | $387k | 11k | 35.25 |
| 2018-12-31 | $616k | 23k | 27.25 |
| 2018-09-30 | $721k | 24k | 29.82 |
| 2018-06-30 | $691k | 24k | 28.60 |
| 2018-03-31 | $681k | 24k | 28.21 |
| 2017-12-31 | $726k | 24k | 30.10 |
| 2017-09-30 | $1.6M | 54k | 29.02 |
| 2017-06-30 | $1.5M | 54k | 28.13 |
| 2017-03-31 | $1.5M | 54k | 28.81 |
| 2016-12-31 | $1.5M | 54k | 27.76 |
| 2016-09-30 | $1.5M | 54k | 27.27 |
| 2016-06-30 | $1.4M | 54k | 26.83 |
| 2016-03-31 | $1.4M | 54k | 25.64 |
| 2015-12-31 | $1.3M | 55k | 23.70 |
| 2015-09-30 | $1.2M | 55k | 22.14 |
| 2015-06-30 | $1.2M | 55k | 22.80 |
| 2015-03-31 | $1.3M | 55k | 23.28 |
| 2014-12-31 | $1.3M | 55k | 23.97 |
| 2014-09-30 | $1.3M | 55k | 23.41 |
| 2014-06-30 | $1.3M | 55k | 23.78 |
| 2014-03-31 | $1.3M | 57k | 22.51 |
| 2013-12-31 | $1.6M | 72k | 21.92 |
| 2013-09-30 | $1.5M | 72k | 20.84 |
| 2013-06-30 | $1.5M | 73k | 20.63 |
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