First Trust Morningstar Divid Ledr shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $7.7M | 204k | 37.93 |
| 2024-03-31 | $8.1M | 211k | 38.48 |
| 2023-12-31 | $26M | 718k | 35.88 |
| 2023-09-30 | $25M | 752k | 33.05 |
| 2023-06-30 | $28M | 825k | 34.01 |
| 2023-03-31 | $30M | 831k | 35.50 |
| 2022-12-31 | $15M | 419k | 36.56 |
| 2022-09-30 | $14M | 397k | 35.72 |
| 2022-06-30 | $6.5M | 183k | 35.70 |
| 2014-12-31 | $29k | 1.2k | 24.17 |
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