A detailed history of Aveo Capital Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 5,940 shares of FDL stock, worth $238,609. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,940
Previous 5,964 0.4%
Holding current value
$238,609
Previous $226,000 10.18%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$37.66 - $42.06 $903 - $1,009
-24 Reduced 0.4%
5,940 $249,000
Q2 2024

Aug 02, 2024

BUY
$36.38 - $39.01 $1,164 - $1,248
32 Added 0.54%
5,964 $226,000
Q1 2024

May 06, 2024

SELL
$35.29 - $38.48 $18,703 - $20,394
-530 Reduced 8.2%
5,932 $228,000
Q4 2023

Feb 06, 2024

BUY
$31.58 - $36.4 $1,010 - $1,164
32 Added 0.5%
6,462 $231,000
Q3 2023

Nov 06, 2023

SELL
$33.36 - $35.96 $406,291 - $437,956
-12,179 Reduced 65.45%
6,430 $215,000
Q2 2023

Aug 08, 2023

BUY
$33.19 - $36.38 $17,756 - $19,463
535 Added 2.96%
18,609 $632,000
Q1 2023

May 03, 2023

BUY
$33.91 - $38.26 $5,222 - $5,892
154 Added 0.86%
18,074 $641,000
Q4 2022

Feb 03, 2023

BUY
$33.07 - $38.07 $244,056 - $280,956
7,380 Added 70.02%
17,920 $655,000
Q3 2022

Nov 09, 2022

SELL
$32.13 - $37.78 $133,725 - $157,240
-4,162 Reduced 28.31%
10,540 $339,000
Q2 2022

Aug 05, 2022

BUY
$34.6 - $39.18 $16,608 - $18,806
480 Added 3.38%
14,702 $518,000
Q1 2022

May 13, 2022

BUY
$35.1 - $37.75 $9,301 - $10,003
265 Added 1.9%
14,222 $532,000
Q4 2021

Feb 11, 2022

SELL
$32.91 - $35.56 $49,068 - $53,019
-1,491 Reduced 9.65%
13,957 $496,000
Q3 2021

Nov 12, 2021

BUY
$32.62 - $34.39 $3,816 - $4,023
117 Added 0.76%
15,448 $506,000
Q2 2021

Aug 13, 2021

BUY
$32.86 - $35.14 $57,505 - $61,495
1,750 Added 12.89%
15,331 $509,000
Q1 2021

May 11, 2021

BUY
$29.2 - $32.92 $396,565 - $447,086
13,581 New
13,581 $444,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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