First Trust Morningstar Divid Ledr shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 20k | 43.41 |
| 2025-06-30 | $823k | 20k | 41.87 |
| 2025-03-31 | $847k | 20k | 43.44 |
| 2024-12-31 | $837k | 21k | 40.26 |
| 2024-09-30 | $885k | 21k | 41.95 |
| 2024-06-30 | $706k | 19k | 37.93 |
| 2024-03-31 | $673k | 18k | 38.48 |
| 2023-12-31 | $676k | 19k | 35.88 |
| 2023-09-30 | $581k | 17k | 33.44 |
| 2023-06-30 | $578k | 17k | 34.01 |
| 2023-03-31 | $596k | 17k | 35.50 |
| 2022-12-31 | $216k | 5.9k | 36.56 |
| 2022-06-30 | $210k | 6.0k | 35.16 |
| 2022-03-31 | $267k | 7.1k | 37.42 |
| 2021-12-31 | $246k | 6.9k | 35.57 |
| 2021-09-30 | $226k | 6.9k | 32.79 |
| 2021-06-30 | $229k | 6.9k | 33.15 |
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