A detailed history of Clear Harbor Asset Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Clear Harbor Asset Management, LLC holds 6,381 shares of FDL stock, worth $272,851. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,381
Previous 6,625 3.68%
Holding current value
$272,851
Previous $277,000 0.36%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$41.96 - $44.59 $10,238 - $10,879
-244 Reduced 3.68%
6,381 $276,000
Q2 2025

Jul 14, 2025

SELL
$38.19 - $43.19 $12,602 - $14,252
-330 Reduced 4.74%
6,625 $277,000
Q1 2025

May 15, 2025

SELL
$39.69 - $43.83 $18,416 - $20,337
-464 Reduced 6.25%
6,955 $302,000
Q4 2024

Jan 16, 2025

BUY
$39.59 - $43.95 $293,718 - $326,065
7,419 New
7,419 $298,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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