First Trust Morningstar Divid Ledr shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.2M | 125k | 41.87 |
| 2025-03-31 | $7.8M | 179k | 43.44 |
| 2024-12-31 | $5.7M | 143k | 40.26 |
| 2024-09-30 | $5.8M | 139k | 41.95 |
| 2024-06-30 | $8.0M | 211k | 37.93 |
| 2024-03-31 | $11M | 274k | 38.48 |
| 2023-12-31 | $9.4M | 261k | 35.88 |
| 2023-09-30 | $9.3M | 277k | 33.44 |
| 2023-06-30 | $10M | 298k | 34.01 |
| 2023-03-31 | $9.7M | 273k | 35.50 |
| 2022-12-31 | $9.1M | 249k | 36.56 |
| 2022-09-30 | $7.1M | 221k | 32.13 |
| 2022-06-30 | $5.3M | 150k | 35.22 |
| 2022-03-31 | $4.3M | 115k | 37.38 |
| 2021-12-31 | $3.2M | 89k | 35.56 |
| 2021-09-30 | $3.0M | 93k | 32.75 |
| 2021-06-30 | $2.9M | 87k | 33.19 |
| 2021-03-31 | $2.8M | 85k | 32.74 |
| 2020-12-31 | $2.4M | 82k | 29.59 |
| 2020-09-30 | $3.5M | 133k | 26.12 |
| 2020-06-30 | $2.2M | 85k | 25.34 |
| 2020-03-31 | $2.1M | 93k | 22.34 |
| 2019-12-31 | $3.1M | 94k | 32.57 |
| 2019-09-30 | $1.4M | 44k | 31.05 |
| 2019-06-30 | $919k | 30k | 30.65 |
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