A detailed history of Bok Financial Private Wealth, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 6,055 shares of FDL stock, worth $256,671. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,055
Previous 6,055 -0.0%
Holding current value
$256,671
Previous $229,000 10.92%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023

SELL
$33.91 - $38.26 $13,563 - $15,304
-400 Reduced 6.2%
6,055 $214,000
Q4 2022

Feb 02, 2023

BUY
$33.07 - $38.07 $102,649 - $118,169
3,104 Added 92.63%
6,455 $235,000
Q3 2022

Nov 07, 2022

BUY
$32.13 - $37.78 $107,667 - $126,600
3,351 New
3,351 $108,000
Q2 2022

Aug 15, 2022

BUY
$34.6 - $39.18 $115,944 - $131,292
3,351 New
3,351 $118,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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