First Trust Morningstar Divid Ledr shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in First Trust Morningstar Divid Ledr
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All positions including First Trust Morningstar Divid Ledr held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $276k | 7.3k | 37.93 |
2024-03-31 | $279k | 7.3k | 38.48 |
2023-12-31 | $261k | 7.3k | 35.88 |
2023-09-30 | $243k | 7.3k | 33.44 |
2023-06-30 | $247k | 7.3k | 34.01 |
2023-03-31 | $258k | 7.3k | 35.50 |
2022-12-31 | $265k | 7.3k | 36.56 |
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