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First Trust Morningstar Divid Ledr shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 108k 41.95
2024-06-30 $3.9M 103k 37.93
2024-03-31 $3.7M 97k 38.48
2023-12-31 $3.6M 100k 35.88
2023-09-30 $2.4M 71k 33.44
2023-06-30 $5.9M 173k 34.01
2023-03-31 $10M 291k 35.50
2022-12-31 $9.4M 256k 36.56
2022-09-30 $1.6M 50k 32.13
2022-06-30 $1.1M 32k 35.22
2022-03-31 $1.2M 33k 37.45
2021-12-31 $1.2M 33k 35.56
2021-09-30 $1.1M 33k 32.76
2021-06-30 $1.1M 34k 33.19
2021-03-31 $1.1M 33k 32.71
2020-12-31 $960k 33k 29.30
2020-09-30 $870k 33k 26.07