A detailed history of Swisher Financial Concepts, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 8,316 shares of FDL stock, worth $334,053. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,316
Previous 8,400 1.0%
Holding current value
$334,053
Previous $318,000 8.49%
% of portfolio
0.22%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$37.66 - $42.06 $3,163 - $3,533
-84 Reduced 1.0%
8,316 $345,000
Q2 2024

Jul 22, 2024

SELL
$36.38 - $39.01 $109 - $117
-3 Reduced 0.04%
8,400 $318,000
Q1 2024

Apr 23, 2024

SELL
$35.29 - $38.48 $25,408 - $27,705
-720 Reduced 7.89%
8,403 $315,000
Q4 2023

Feb 13, 2024

BUY
$31.58 - $36.4 $288,104 - $332,077
9,123 New
9,123 $327,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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