First Trust Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Sell |
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|
2025
Q2 | $4.52M | Sell |
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|
2025
Q1 | $20.8M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9M | Sell |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $8.99M | Buy |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $3.31M | Sell |
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|
2022
Q1 | $21M | Buy |
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|
2021
Q4 | $14M | Sell |
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|
2021
Q3 | $11.8M | Sell |
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|
2021
Q2 | $12.5M | Sell |
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|
2021
Q1 | $23.9M | Buy |
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|
2020
Q4 | $16.2M | Buy |
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|
2020
Q3 | $8.94M | Buy |
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|
2020
Q2 | $4.61M | Buy |
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|
2020
Q1 | $2.76M | Sell |
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|
2019
Q4 | $10.8M | Sell |
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|
2019
Q3 | $14.1M | Buy |
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|
2019
Q2 | $9.22M | Sell |
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|
2019
Q1 | $9.78M | Sell |
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|
2018
Q4 | $9.86M | Buy |
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|
2018
Q3 | $8.91M | Buy |
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|
2018
Q2 | $4.16M | Sell |
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|
2018
Q1 | $3.46M | Buy |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $2.98M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $1.76M | Buy |
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|
2016
Q3 | $1.86M | Sell |
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|
2016
Q2 | $6.78M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q4 | $871K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.14M | Buy |
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|
2014
Q4 | $624K | Buy |
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|
2014
Q3 | $486K | Buy |
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|
2014
Q2 | $430K | Buy |
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|
2014
Q1 | $431K | Sell |
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|
2013
Q4 | $1.11M | Sell |
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|
2013
Q3 | $2.65M | Buy |
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|
2013
Q2 | $739K | Buy |
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