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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

Tip: Access up to 7 years of quarterly data

All positions including First Trust Morningstar Divid Ledr held by Waterfront Wealth consolidated in one spreadsheet with up to 7 years of data

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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
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