A detailed history of Archford Capital Strategies, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 16,675 shares of FDL stock, worth $628,314. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,675
Holding current value
$628,314
% of portfolio
0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$35.29 - $38.48 $588,460 - $641,654
16,675 New
16,675 $641,000
Q3 2018

Nov 14, 2018

SELL
$28.49 - $30.14 $9,544 - $10,096
-335 Closed
0 $0
Q2 2018

Aug 14, 2018

SELL
$27.65 - $29.13 $1,299 - $1,369
-47 Reduced 12.3%
335 $10,000
Q1 2018

May 14, 2018

SELL
$27.43 - $31.14 $275,150 - $312,365
-10,031 Reduced 96.33%
382 $11,000
Q2 2017

Aug 18, 2017

BUY
N/A
10,413
10,413 $5,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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