First Trust Morningstar Divid Ledr shares owned by UBS Group
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $101M | 2.3M | 43.41 |
| 2025-06-30 | $100M | 2.4M | 41.87 |
| 2025-03-31 | $102M | 2.3M | 43.44 |
| 2024-12-31 | $81M | 2.0M | 40.33 |
| 2024-09-30 | $76M | 1.8M | 41.95 |
| 2024-06-30 | $67M | 1.8M | 37.93 |
| 2023-12-31 | $58M | 1.6M | 35.88 |
| 2023-09-30 | $65M | 1.9M | 33.44 |
| 2023-06-30 | $75M | 2.2M | 34.01 |
| 2023-03-31 | $78M | 2.2M | 35.51 |
| 2022-12-31 | $110M | 3.0M | 36.56 |
| 2022-09-30 | $41M | 1.3M | 32.26 |
| 2022-06-30 | $43M | 1.2M | 35.18 |
| 2022-03-31 | $19M | 511k | 37.44 |
| 2021-12-31 | $20M | 564k | 35.56 |
| 2021-09-30 | $14M | 441k | 32.76 |
| 2021-06-30 | $17M | 507k | 33.18 |
| 2021-03-31 | $25M | 763k | 32.72 |
| 2020-12-31 | $15M | 508k | 29.59 |
| 2020-09-30 | $13M | 492k | 26.06 |
| 2020-06-30 | $13M | 529k | 25.36 |
| 2020-03-31 | $21M | 925k | 22.33 |
| 2019-12-31 | $35M | 1.1M | 32.58 |
| 2019-09-30 | $32M | 1.0M | 31.04 |
| 2019-06-30 | $39M | 1.3M | 30.64 |
| 2019-03-31 | $39M | 1.3M | 30.16 |
| 2018-12-31 | $38M | 1.4M | 27.24 |
| 2018-09-30 | $43M | 1.4M | 29.81 |
| 2018-06-30 | $38M | 1.3M | 28.59 |
| 2018-03-31 | $38M | 1.3M | 28.23 |
| 2017-12-31 | $47M | 1.6M | 30.09 |
| 2017-09-30 | $40M | 1.4M | 29.02 |
| 2017-06-30 | $51M | 1.8M | 28.13 |
| 2017-03-31 | $60M | 2.1M | 28.81 |
| 2016-12-31 | $56M | 2.0M | 27.76 |
| 2016-09-30 | $53M | 1.9M | 27.27 |
| 2016-06-30 | $50M | 1.9M | 26.83 |
| 2016-03-31 | $37M | 1.4M | 25.65 |
| 2015-12-31 | $22M | 925k | 23.70 |
| 2015-09-30 | $14M | 613k | 22.14 |
| 2015-03-31 | $18M | 792k | 23.28 |
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