First Trust Morningstar Divid Ledr shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13k | 350 | 35.88 |
| 2023-09-30 | $12k | 350 | 33.44 |
| 2023-06-30 | $12k | 350 | 34.01 |
| 2023-03-31 | $12k | 350 | 35.50 |
| 2022-12-31 | $13k | 350 | 36.56 |
| 2022-09-30 | $11k | 350 | 31.43 |
| 2022-06-30 | $12k | 350 | 34.29 |
| 2022-03-31 | $13k | 350 | 37.14 |
| 2021-12-31 | $12k | 350 | 34.29 |
| 2021-09-30 | $11k | 350 | 31.43 |
| 2021-06-30 | $12k | 350 | 34.29 |
| 2021-03-31 | $11k | 350 | 31.43 |
| 2020-12-31 | $19k | 650 | 29.23 |
| 2020-09-30 | $17k | 650 | 26.15 |
| 2020-06-30 | $16k | 650 | 24.62 |
| 2020-03-31 | $29k | 1.3k | 22.31 |
| 2019-12-31 | $42k | 1.3k | 32.31 |
| 2019-09-30 | $40k | 1.3k | 30.77 |
| 2019-06-30 | $40k | 1.3k | 30.77 |
| 2019-03-31 | $39k | 1.3k | 30.00 |
| 2018-12-31 | $35k | 1.3k | 26.92 |
| 2018-09-30 | $39k | 1.3k | 30.00 |
| 2018-06-30 | $37k | 1.3k | 28.46 |
| 2018-03-31 | $37k | 1.3k | 28.46 |
| 2017-12-31 | $39k | 1.3k | 30.00 |
| 2017-09-30 | $38k | 1.3k | 29.23 |
| 2017-06-30 | $37k | 1.3k | 28.46 |
| 2017-03-31 | $37k | 1.3k | 28.44 |
| 2016-12-31 | $36k | 1.3k | 27.69 |
| 2016-09-30 | $35k | 1.3k | 26.92 |
| 2016-06-30 | $35k | 1.3k | 26.92 |
| 2016-03-31 | $33k | 1.3k | 25.38 |
| 2015-12-31 | $31k | 1.3k | 23.85 |
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