Corient Private Wealth LLC
Position in FDL — First Trust Morningstar Dividend Leaders Index Fund
CIK 1948780
MIAMI, FL
All Filings in FDL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 FDL | $349,330 | 7,179 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 FDL | $371,856 | 7,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FDL | $379,727 | 8,564 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 FDL | $401,151 | 9,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FDL | $455,503 | 10,879 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 FDL | $491,914 | 11,324 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 FDL | $468,747 | 11,643 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FDL | $536,792 | 12,796 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FDL | $338,639 | 8,928 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FDL | $377,027 | 9,798 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 FDL | $407,166 | 11,348 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FDL | $474,580 | 14,192 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 FDL | $473,691 | 13,928 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 FDL | $442,933 | 12,477 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FDL | $402,196 | 11,001 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||