First Trust Morningstar Divid Ledr shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $776k | 20k | 38.48 |
| 2023-12-31 | $740k | 21k | 35.88 |
| 2023-09-30 | $694k | 21k | 33.44 |
| 2023-06-30 | $737k | 22k | 34.01 |
| 2023-03-31 | $943k | 27k | 35.50 |
| 2022-12-31 | $1.0M | 29k | 36.56 |
| 2022-09-30 | $953k | 30k | 32.14 |
| 2022-06-30 | $1.7M | 48k | 35.21 |
| 2022-03-31 | $2.0M | 53k | 37.45 |
| 2021-12-31 | $2.1M | 59k | 35.55 |
| 2021-09-30 | $2.0M | 63k | 32.76 |
| 2021-06-30 | $2.4M | 73k | 33.17 |
| 2021-03-31 | $2.4M | 73k | 32.72 |
| 2020-12-31 | $2.3M | 77k | 29.46 |
| 2020-09-30 | $2.1M | 82k | 26.06 |
| 2020-06-30 | $2.5M | 97k | 25.36 |
| 2020-03-31 | $2.5M | 113k | 22.33 |
| 2019-12-31 | $5.0M | 153k | 32.58 |
| 2019-09-30 | $4.7M | 150k | 31.04 |
| 2019-06-30 | $4.5M | 145k | 30.64 |
| 2019-03-31 | $4.3M | 142k | 30.16 |
| 2018-12-31 | $3.7M | 136k | 27.24 |
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