NWM ADVISORS, LLC
Position in FDL — First Trust Morningstar Dividend Leaders Index Fund
CIK 2098824
SAN LUIS OBISPO, CA
All Filings in FDL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 FDL | $893,446 | 18,361 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 FDL | $825,500 | 16,250 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 FDL | $477,852 | 10,777 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||