Bcs Wealth Management First Tr Morningstar Dividend Transaction History

Bcs Wealth Management

  • $402 Million
  • Q4 2024

A detailed history of Bcs Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bcs Wealth Management holds 5,501 shares of FDL stock, worth $224,660. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,501
Holding current value
$224,660
% of portfolio
0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$39.59 - $43.95 $217,784 - $241,768
5,501 New
5,501 $221,000
Q1 2024

Apr 10, 2024
SELL
$35.29 - $38.48 $2,505 - $2,732
-71 Reduced 0.86%
8,180 $315,000
Q4 2023

Jan 11, 2024
BUY
$31.58 - $36.4 $40,422 - $46,592
1,280 Added 18.36%
8,251 $296,000
Q3 2023

Oct 12, 2023
BUY
$33.36 - $35.96 $232,552 - $250,677
6,971 New
6,971 $233,000
Q2 2021

Jul 21, 2021
SELL
$32.86 - $35.14 $25,959 - $27,760
-790 Reduced 10.18%
6,971 $231,000
Q3 2020

Oct 23, 2020
BUY
$24.81 - $27.46 $192,550 - $213,117
7,761 New
7,761 $202,000
Q1 2020

Apr 10, 2020
SELL
$19.15 - $32.68 $148,623 - $253,629
-7,761 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$29.94 - $32.68 $232,364 - $253,629
7,761 New
7,761 $253,000

Others Institutions Holding FDL

# of Institutions
394
Shares Held
59.4M
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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