First Trust Morningstar Divid Ledr shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 41k | 38.48 |
| 2024-06-30 | $1.6M | 41k | 37.93 |
| 2024-03-31 | $1.6M | 41k | 38.48 |
| 2023-12-31 | $1.5M | 42k | 35.88 |
| 2023-09-30 | $2.3M | 69k | 33.44 |
| 2023-06-30 | $2.4M | 70k | 34.01 |
| 2023-03-31 | $3.2M | 91k | 35.58 |
| 2022-12-31 | $3.3M | 89k | 36.56 |
| 2022-09-30 | $2.7M | 83k | 32.13 |
| 2022-06-30 | $2.7M | 76k | 35.22 |
| 2022-03-31 | $2.2M | 60k | 37.44 |
| 2021-12-31 | $1.1M | 31k | 35.55 |
| 2021-09-30 | $900k | 28k | 32.74 |
| 2021-06-30 | $745k | 23k | 33.17 |
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