First Trust Morningstar Divid Ledr shares owned by Independent Financial Group
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.5M | 50k | 50.80 |
| 2025-09-30 | $2.6M | 61k | 43.41 |
| 2025-06-30 | $2.3M | 55k | 41.87 |
| 2025-03-31 | $1.6M | 37k | 43.44 |
| 2024-12-31 | $1.6M | 41k | 40.26 |
| 2024-09-30 | $1.6M | 38k | 41.95 |
| 2024-06-30 | $1.5M | 41k | 37.93 |
| 2024-03-31 | $1.5M | 40k | 38.48 |
| 2023-12-31 | $1.3M | 36k | 35.88 |
| 2023-09-30 | $1.1M | 33k | 33.44 |
| 2023-06-30 | $958k | 28k | 34.01 |
| 2023-03-31 | $877k | 25k | 35.50 |
| 2022-12-31 | $1.0M | 29k | 36.56 |
| 2022-09-30 | $774k | 24k | 32.13 |
| 2022-06-30 | $604k | 17k | 35.22 |
| 2022-03-31 | $603k | 16k | 37.44 |
| 2021-12-31 | $627k | 18k | 35.56 |
| 2021-09-30 | $576k | 18k | 32.76 |
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