MARK SHEPTOFF FINANCIAL PLANNING, LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$11,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, LLC quarter portfolio value change:
-8.77%
quarter
First Trust Morningstar Dividend Leaders Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $32.13 | 350 | |
| Q2 2022 | share | 0.00% | 0 shares | -1K | $35.22 | 350 | |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $37.44 | 350 | |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $35.53 | 350 | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $32.76 | 350 | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $32.91 | 350 | |
| Q1 2021 | share | Decrease | -46.15% | -300 shares | -8K | $32.11 | 350 |
| Q4 2020 | share | 0.00% | 0 shares | 2K | $28.83 | 650 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $25.08 | 650 | |
| Q2 2020 | share | Decrease | -50.00% | -650 shares | -13K | $24.12 | 650 |
| Q1 2020 | share | 0.00% | 0 shares | -13K | $20.93 | 1.3K | |
| Q4 2019 | share | 0.00% | 0 shares | 2K | $30.16 | 1.3K | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $28.41 | 1.3K | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $27.71 | 1.3K | |
| Q1 2019 | share | 0.00% | 0 shares | 4K | $27.04 | 1.3K | |
| Q4 2018 | share | 0.00% | 0 shares | -4K | $24.24 | 1.3K | |
| Q3 2018 | share | 0.00% | 0 shares | 2K | $26.19 | 1.3K | |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $24.92 | 1.3K | |
| Q1 2018 | share | 0.00% | 0 shares | -2K | $24.38 | 1.3K | |
| Q4 2017 | share | 0.00% | 0 shares | 1K | $25.78 | 1.3K | |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $24.62 | 1.3K | |
| Q2 2017 | share | Decrease | -0.08% | -1 shares | 0 | $23.69 | 1.3K |
| Q1 2017 | share | Increase | +0.08% | 1 shares | 1K | $24.07 | 1.30K |
| Q4 2016 | share | 0.00% | 0 shares | 1K | $23.01 | 1.3K | |
| Q3 2016 | share | 0.00% | 0 shares | 0 | $22.4 | 1.3K | |
| Q2 2016 | share | 0.00% | 0 shares | 2K | $21.87 | 1.3K | |
| Q1 2016 | share | 0.00% | 0 shares | 2K | $20.77 | 1.3K |