First Trust Morningstar Divid Ledr shares owned by Claro Advisors
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in First Trust Morningstar Divid Ledr
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All positions including First Trust Morningstar Divid Ledr held by Claro 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 | $355k | 9.2k | 38.48 |
2023-12-31 | $447k | 13k | 35.88 |
2023-09-30 | $545k | 16k | 33.44 |
2023-06-30 | $611k | 18k | 34.01 |
2023-03-31 | $1.8M | 50k | 35.50 |
2022-12-31 | $1.8M | 49k | 36.56 |
2019-12-31 | $338k | 10k | 32.62 |
2019-09-30 | $318k | 10k | 31.02 |
2019-06-30 | $305k | 9.9k | 30.67 |
2019-03-31 | $289k | 9.6k | 30.19 |
2018-12-31 | $277k | 9.3k | 29.84 |
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