First Trust Morningstar Divid Ledr shares owned by Sound Income Strategies
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies 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 Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Trust Morningstar Divid Ledr by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $437k | 9.0k | 48.66 |
| 2026-03-31 | $451k | 9.0k | 50.24 |
| 2025-12-31 | $413k | 9.0k | 45.99 |
| 2025-09-30 | $10k | 233 | 42.96 |
| 2025-06-30 | $15k | 350 | 41.87 |
| 2025-03-31 | $15k | 350 | 43.44 |
| 2024-12-31 | $14k | 350 | 40.26 |
| 2024-09-30 | $6.9k | 164 | 41.95 |
| 2024-06-30 | $6.2k | 165 | 37.64 |
| 2024-03-31 | $62k | 1.6k | 38.48 |
| 2023-06-30 | $8.5k | 249 | 34.04 |
| 2021-06-30 | $6.0k | 172 | 34.88 |
| 2021-03-31 | $5.6k | 172 | 32.72 |
| 2020-12-31 | $5.0k | 172 | 29.07 |
| 2020-09-30 | $6.0k | 222 | 27.03 |
| 2020-06-30 | $6.0k | 222 | 27.03 |
| 2020-03-31 | $5.0k | 222 | 22.52 |
| 2019-12-31 | $7.0k | 222 | 31.53 |
| 2019-09-30 | $7.0k | 222 | 31.53 |
| 2019-06-30 | $7.0k | 222 | 31.53 |
| 2019-03-31 | $7.0k | 222 | 31.53 |
| 2018-12-31 | $9.0k | 292 | 30.82 |
| 2018-09-30 | $8.0k | 292 | 27.40 |
| 2018-06-30 | $8.0k | 292 | 27.40 |
| 2018-03-31 | $8.0k | 292 | 27.40 |
| 2017-12-31 | $11k | 378 | 29.10 |
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