First Trust Morningstar Divid Ledr shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $372k | 8.9k | 41.95 |
| 2024-06-30 | $339k | 8.9k | 37.93 |
| 2024-03-31 | $351k | 9.1k | 38.48 |
| 2023-12-31 | $286k | 8.0k | 35.88 |
| 2022-06-30 | $22k | 619 | 35.54 |
| 2022-03-31 | $23k | 619 | 37.16 |
| 2021-12-31 | $22k | 618 | 35.60 |
| 2021-09-30 | $20k | 618 | 32.36 |
| 2021-06-30 | $20k | 618 | 32.36 |
| 2021-03-31 | $20k | 618 | 32.36 |
| 2020-12-31 | $18k | 618 | 29.13 |
| 2020-09-30 | $16k | 618 | 25.89 |
| 2020-06-30 | $16k | 618 | 25.89 |
| 2020-03-31 | $14k | 618 | 22.65 |
| 2019-12-31 | $21k | 655 | 32.06 |
| 2019-09-30 | $20k | 655 | 30.53 |
| 2019-06-30 | $20k | 653 | 30.63 |
| 2019-03-31 | $5.0k | 152 | 32.89 |
| 2018-12-31 | $4.0k | 151 | 26.49 |
| 2018-09-30 | $4.0k | 150 | 26.67 |
| 2018-03-31 | $1.0k | 38 | 26.32 |
| 2017-12-31 | $1.0k | 38 | 26.32 |
| 2017-09-30 | $1.0k | 38 | 26.32 |
| 2017-06-30 | $1.0k | 38 | 26.32 |
| 2017-03-31 | $1.0k | 38 | 26.32 |
| 2016-12-31 | $1.0k | 38 | 26.32 |
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