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First Trust Morningstar Divid Ledr shares owned by Sigma Planning

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in First Trust Morningstar Divid Ledr

Tip: Access up to 7 years of quarterly data

All positions including First Trust Morningstar Divid Ledr held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 85k 40.26
2024-09-30 $3.5M 84k 41.95
2024-06-30 $3.5M 92k 37.93
2024-03-31 $3.8M 98k 38.48
2023-12-31 $2.1M 59k 35.88
2023-09-30 $7.5M 224k 33.44
2023-06-30 $9.3M 273k 34.01
2023-03-31 $23M 649k 35.50
2022-12-31 $16M 437k 36.56
2022-09-30 $4.3M 132k 32.13
2022-06-30 $2.6M 75k 35.22
2022-03-31 $1.5M 41k 37.44
2021-12-31 $1.3M 37k 35.57
2021-09-30 $1.0M 31k 32.75
2021-06-30 $1.1M 33k 33.17
2021-03-31 $1.0M 31k 32.73
2020-12-31 $771k 26k 29.58
2020-09-30 $548k 21k 26.08
2020-06-30 $811k 32k 25.35
2020-03-31 $480k 22k 22.33
2019-12-31 $806k 25k 32.56
2019-09-30 $443k 14k 31.01
2019-06-30 $403k 13k 30.63
2019-03-31 $469k 16k 30.18
2018-12-31 $483k 18k 27.26
2018-09-30 $427k 14k 29.84
2018-06-30 $439k 15k 28.59
2018-03-31 $1.2M 41k 28.24
2017-12-31 $1.2M 41k 30.10
2017-09-30 $1.2M 42k 29.01
2017-06-30 $1.9M 66k 28.14
2017-03-31 $2.1M 72k 28.81
2016-12-31 $2.2M 78k 27.75
2016-09-30 $2.3M 85k 27.27
2016-06-30 $1.6M 59k 26.83
2016-03-31 $1.4M 56k 25.65
2015-12-31 $1.3M 54k 23.70
2015-09-30 $1.3M 59k 22.13
2015-06-30 $1.5M 66k 22.81
2015-03-31 $1.5M 64k 23.29
2014-12-31 $1.3M 54k 23.97

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Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Rockport Wealth
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr