First Trust Morningstar Divid Ledr shares owned by XML Financial
Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in First Trust Morningstar Divid Ledr
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Quarterly reported holdings in First Trust Morningstar Divid Ledr by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 11k | 43.41 |
| 2025-06-30 | $434k | 10k | 41.87 |
| 2025-03-31 | $451k | 10k | 43.44 |
| 2024-12-31 | $446k | 11k | 40.26 |
| 2024-09-30 | $546k | 13k | 41.95 |
| 2024-06-30 | $366k | 9.7k | 37.93 |
| 2024-03-31 | $372k | 9.7k | 38.48 |
| 2023-09-30 | $270k | 8.1k | 33.44 |
| 2023-06-30 | $754k | 22k | 34.01 |
| 2023-03-31 | $900k | 25k | 35.50 |
| 2022-12-31 | $756k | 21k | 36.56 |
| 2022-09-30 | $363k | 11k | 32.17 |
| 2022-06-30 | $233k | 6.6k | 35.28 |
| 2019-12-31 | $333k | 10k | 32.55 |
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