Coppell Advisory Solutions LLC First Tr Morningstar Dividend Transaction History

Coppell Advisory Solutions LLC

$716 Billion
Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 15,759 shares of FDL stock, worth $690,244. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,759

Previous 14,098 11.78%

Holding current value

$690,244

Previous $588 Million 7.23%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$39.59 - $43.95 $65,758 - $73,000	1,661 Added 11.78%	15,759 $631 Million
Q3 2024 Nov 14, 2024	BUY	$37.66 - $42.06 $14,461 - $16,151	384 Added 2.8%	14,098 $588 Million
Q2 2024 Aug 15, 2024	SELL	$36.38 - $39.01 $1.96 Million - $2.1 Million	-53,743 Reduced 79.67%	13,714 $520 Million
Q4 2023 Feb 14, 2024	BUY	$31.58 - $36.4 $1.85 Million - $2.13 Million	58,474 Added 650.94%	67,457 $2.42 Billion
Q3 2023 Nov 14, 2023	SELL	$33.36 - $35.96 $79,363 - $85,548	-2,379 Reduced 20.94%	8,983 $328 Million
Q2 2023 Aug 17, 2023	BUY	$33.19 - $36.38 $8,264 - $9,058	249 Added 2.24%	11,362 $384 Million
Q1 2023 May 19, 2023	BUY	$33.91 - $38.26 $72,228 - $81,493	2,130 Added 23.71%	11,113 $391 Million
Q4 2022 May 19, 2023	BUY	$33.07 - $38.07 $297,067 - $341,982	8,983 New	8,983 $328 Million

Others Institutions Holding FDL

# of Institutions

432

Shares Held

68.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Coppell Advisory Solutions LLC First Tr Morningstar Dividend Transaction History