Key Client Fiduciary Advisors »

First Trust Morningstar Divid Ledr shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors 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 Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Morningstar Divid Ledr by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 178k 41.95
2024-06-30 $6.9M 182k 37.93
2024-03-31 $7.1M 183k 38.48
2023-12-31 $6.6M 183k 35.88
2023-09-30 $6.2M 187k 33.44
2023-06-30 $6.4M 189k 34.01
2023-03-31 $6.9M 194k 35.50
2022-12-31 $6.7M 182k 36.56
2022-09-30 $5.2M 161k 32.13
2022-06-30 $5.6M 160k 35.22
2022-03-31 $5.8M 154k 37.44
2021-12-31 $4.7M 131k 35.56