Beacon Capital Management, LLC First Tr Morningstar Dividend Transaction History

Beacon Capital Management, LLC

  • $609 Million
  • Q1 2025

A detailed history of Beacon Capital Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Beacon Capital Management, LLC holds 3,277 shares of FDL stock, worth $140,026. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,277
Previous 3,250 0.83%
Holding current value
$140,026
Previous $130,000 9.23%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$39.69 - $43.83 $1,071 - $1,183
27 Added 0.83%
3,277 $142,000
Q4 2024

Jan 30, 2025
BUY
$39.59 - $43.95 $1,544 - $1,714
39 Added 1.21%
3,250 $130,000
Q1 2024

May 16, 2024
BUY
$35.29 - $38.48 $113,316 - $123,559
3,211 New
3,211 $123,000
Q1 2022

May 16, 2022
BUY
$35.1 - $37.75 $22,464 - $24,160
640 New
640 $24,000

Others Institutions Holding FDL

# of Institutions
470
Shares Held
78.7M
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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