Accel Wealth Management First Tr Morningstar Dividend Transaction History

Accel Wealth Management

  • $328 Million
  • Q3 2025

A detailed history of Accel Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Accel Wealth Management holds 13,284 shares of FDL stock, worth $568,023. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,284
Previous 14,283 6.99%
Holding current value
$568,023
Previous $598,000 3.68%
% of portfolio
0.18%
Previous 0.21%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$41.96 - $44.59 $41,918 - $44,545
-999 Reduced 6.99%
13,284 $576,000
Q2 2025

Jul 21, 2025
SELL
$38.19 - $43.19 $11,418 - $12,913
-299 Reduced 2.05%
14,283 $598,000
Q1 2025

Apr 10, 2025
SELL
$39.69 - $43.83 $151,218 - $166,992
-3,810 Reduced 20.72%
14,582 $623,000
Q4 2024

Jan 21, 2025
SELL
$39.59 - $43.95 $7,324 - $8,130
-185 Reduced 1.0%
18,392 $740,000
Q3 2024

Oct 15, 2024
SELL
$37.66 - $42.06 $25,156 - $28,096
-668 Reduced 3.47%
18,577 $779,000
Q2 2024

Jul 12, 2024
BUY
$36.38 - $39.01 $3,638 - $3,901
100 Added 0.52%
19,245 $729,000
Q1 2024

Apr 19, 2024
SELL
$35.29 - $38.48 $62,604 - $68,263
-1,774 Reduced 8.48%
19,145 $736,000
Q4 2023

Jan 18, 2024
SELL
$31.58 - $36.4 $10,389 - $11,975
-329 Reduced 1.55%
20,919 $750,000
Q3 2023

Oct 19, 2023
SELL
$33.36 - $35.96 $44,168 - $47,611
-1,324 Reduced 5.87%
21,248 $710,000
Q2 2023

Jul 24, 2023
BUY
$33.19 - $36.38 $5,874 - $6,439
177 Added 0.79%
22,572 $767,000
Q1 2023

Apr 20, 2023
BUY
$33.91 - $38.26 $116,819 - $131,805
3,445 Added 18.18%
22,395 $795,000
Q4 2022

Jan 26, 2023
BUY
$33.07 - $38.07 $620,260 - $714,040
18,756 Added 9668.04%
18,950 $0
Q3 2022

Oct 12, 2022
BUY
$32.13 - $37.78 $64 - $75
2 Added 1.04%
194 $7,000
Q2 2022

Aug 03, 2022
BUY
$34.6 - $39.18 $69 - $78
2 Added 1.05%
192 $7,000
Q1 2022

Apr 29, 2022
BUY
$35.1 - $37.75 $35 - $37
1 Added 0.53%
190 $7,000
Q4 2021

Jan 18, 2022
BUY
$32.91 - $35.56 $6,219 - $6,720
189 New
189 $7,000
Q3 2021

Nov 04, 2021
SELL
$32.62 - $34.39 $6,034 - $6,362
-185 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
$32.86 - $35.14 $65 - $70
2 Added 1.09%
185 $6,000
Q1 2021

May 10, 2021
BUY
$29.2 - $32.92 $58 - $65
2 Added 1.1%
183 $6,000
Q4 2020

Jan 27, 2021
BUY
$25.5 - $30.51 $4,615 - $5,522
181 New
181 $5,000

Others Institutions Holding FDL

# of Institutions
489
Shares Held
82.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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