First Trust Morningstar Divid Ledr shares owned by Waterfront Wealth
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 6.9k | 43.21 |
| 2025-06-30 | $280k | 6.7k | 41.87 |
| 2025-03-31 | $301k | 6.9k | 43.44 |
| 2024-12-31 | $294k | 7.3k | 40.26 |
| 2024-09-30 | $303k | 7.3k | 41.67 |
| 2024-06-30 | $272k | 7.2k | 37.93 |
| 2024-03-31 | $287k | 7.7k | 37.42 |
| 2023-12-31 | $280k | 7.8k | 35.88 |
| 2023-09-30 | $241k | 7.5k | 32.20 |
| 2023-06-30 | $266k | 7.5k | 35.59 |
| 2023-03-31 | $284k | 8.0k | 35.50 |
| 2022-12-31 | $302k | 8.0k | 37.74 |
| 2022-09-30 | $284k | 7.9k | 36.02 |
| 2022-06-30 | $278k | 7.9k | 35.26 |
| 2022-03-31 | $285k | 7.5k | 38.20 |
| 2021-12-31 | $256k | 7.2k | 35.61 |
| 2021-09-30 | $236k | 7.2k | 32.82 |
| 2021-06-30 | $239k | 7.2k | 33.24 |
| 2021-03-31 | $236k | 7.2k | 32.82 |
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