A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 5,699 shares of FDL stock, worth $239,130. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,699
Previous 5,997 4.97%
Holding current value
$239,130
Previous $227 Million 5.1%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 07, 2024

SELL
$37.66 - $42.06 $11,222 - $12,533
-298 Reduced 4.97%
5,699 $239 Million
Q2 2024

Jul 31, 2024

SELL
$36.38 - $39.01 $5,020 - $5,383
-138 Reduced 2.25%
5,997 $227 Million
Q1 2024

May 07, 2024

SELL
$35.29 - $38.48 $16,409 - $17,893
-465 Reduced 7.05%
6,135 $236 Million
Q4 2023

Jan 23, 2024

BUY
$31.58 - $36.4 $2,021 - $2,329
64 Added 0.98%
6,600 $237 Million
Q3 2023

Oct 31, 2023

BUY
$33.36 - $35.96 $218,040 - $235,034
6,536 New
6,536 $219 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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

Track Semus Wealth Partners LLC Portfolio

Follow Semus Wealth Partners LLC 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 Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.