First Trust Morningstar Divid Ledr shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 74k | 41.95 |
| 2024-06-30 | $2.7M | 72k | 38.30 |
| 2024-03-31 | $2.8M | 72k | 38.47 |
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