First Trust Morningstar Divid Ledr shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Trust Morningstar Divid Ledr
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All positions including First Trust Morningstar Divid Ledr held by TrueWealth Advisors 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 |
---|---|---|---|
2024-03-31 | $208k | 5.4k | 38.48 |
2023-09-30 | $291k | 8.7k | 33.44 |
2023-06-30 | $252k | 7.4k | 34.01 |
2023-03-31 | $233k | 6.6k | 35.50 |
2022-12-31 | $239k | 6.5k | 36.56 |
2022-06-30 | $275k | 7.8k | 35.18 |
2022-03-31 | $280k | 7.9k | 35.54 |
2021-12-31 | $280k | 7.9k | 35.54 |
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