First Trust Morningstar Divid Ledr shares owned by Sargent Investment Group
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 69k | 35.88 |
| 2023-09-30 | $2.3M | 70k | 33.44 |
| 2023-06-30 | $2.4M | 70k | 34.01 |
| 2023-03-31 | $2.4M | 67k | 35.84 |
| 2022-12-31 | $2.2M | 61k | 36.56 |
| 2022-09-30 | $1.7M | 50k | 34.10 |
| 2022-06-30 | $1.7M | 49k | 35.21 |
| 2022-03-31 | $1.2M | 32k | 37.45 |
| 2021-12-31 | $1.1M | 32k | 35.57 |
| 2021-09-30 | $1.2M | 35k | 32.77 |
| 2021-06-30 | $1.3M | 40k | 33.19 |
| 2021-03-31 | $1.4M | 43k | 32.71 |
| 2020-12-31 | $1.4M | 47k | 29.59 |
| 2020-09-30 | $1.6M | 63k | 26.07 |
| 2020-06-30 | $1.8M | 70k | 25.28 |
| 2020-03-31 | $1.5M | 68k | 22.34 |
| 2019-12-31 | $2.3M | 70k | 32.58 |
| 2019-09-30 | $1.7M | 53k | 31.04 |
| 2019-06-30 | $1.4M | 47k | 30.65 |
| 2019-03-31 | $1.2M | 41k | 30.17 |
| 2018-12-31 | $971k | 36k | 27.25 |
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