A detailed history of True Capital Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, True Capital Management holds 15,681 shares of FDL stock, worth $635,080. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,681
Previous 15,406 1.79%
Holding current value
$635,080
Previous $563 Million 1.17%
% of portfolio
0.38%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

BUY
$33.91 - $38.26 $9,325 - $10,521
275 Added 1.79%
15,681 $557 Million
Q4 2022

Feb 09, 2023

BUY
$33.07 - $38.07 $509,476 - $586,506
15,406 New
15,406 $563 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track True Capital Management Portfolio

Follow True Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on True Capital Management with notifications on news.