First Trust Morningstar Divid Ledr shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in First Trust Morningstar Divid Ledr
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All positions including First Trust Morningstar Divid Ledr held by WealthTrust Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Trust Morningstar Divid Ledr by WealthTrust Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $374k | 8.9k | 41.95 |
2024-06-30 | $300k | 7.9k | 37.93 |
2024-03-31 | $304k | 7.9k | 38.48 |
2023-12-31 | $283k | 7.9k | 35.88 |
2023-09-30 | $264k | 7.9k | 33.44 |
2023-06-30 | $268k | 7.9k | 34.01 |
2023-03-31 | $298k | 8.4k | 35.50 |
2022-12-31 | $307k | 8.4k | 36.56 |
2022-09-30 | $276k | 8.6k | 32.16 |
2022-06-30 | $332k | 9.4k | 35.21 |
2022-03-31 | $353k | 9.4k | 37.45 |
2021-12-31 | $335k | 9.4k | 35.57 |
2021-09-30 | $308k | 9.4k | 32.71 |
2021-06-30 | $312k | 9.4k | 33.15 |
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