Accel Wealth Management First Tr Morningstar Dividend Transaction History

Accel Wealth Management

$268 Million
Q1 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 14,582 shares of FDL stock, worth $583,425. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,582

Previous 18,392 20.72%

Holding current value

$583,425

Previous $740,000 15.81%

% of portfolio

0.23%

Previous 0.29%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

441

Shares Held

69.4M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Accel Wealth Management First Tr Morningstar Dividend Transaction History