First Trust Morningstar Divid Ledr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 61k | 35.88 |
| 2023-09-30 | $447k | 13k | 33.44 |
| 2023-06-30 | $1.5M | 43k | 34.01 |
| 2023-03-31 | $1.6M | 46k | 35.50 |
| 2022-12-31 | $1.0M | 28k | 36.56 |
| 2022-06-30 | $106k | 3.0k | 35.17 |
| 2022-03-31 | $113k | 3.0k | 37.49 |
| 2021-12-31 | $82k | 2.3k | 35.75 |
| 2021-09-30 | $75k | 2.3k | 32.69 |
| 2021-06-30 | $48k | 1.4k | 33.24 |
| 2021-03-31 | $29k | 890 | 32.58 |
| 2020-12-31 | $69k | 2.3k | 29.79 |
| 2020-09-30 | $142k | 5.4k | 26.09 |
| 2020-06-30 | $22k | 890 | 24.72 |
| 2019-09-30 | $140k | 4.5k | 31.08 |
| 2019-06-30 | $138k | 4.5k | 30.64 |
| 2019-03-31 | $136k | 4.5k | 30.20 |
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