A detailed history of Eqis Capital Management, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Eqis Capital Management, Inc. holds 5,857 shares of FDL stock, worth $250,269. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,857
Previous 6,051 3.21%
Holding current value
$250,269
Previous $243,000 4.53%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2025

SELL
$39.69 - $43.83 $7,699 - $8,503
-194 Reduced 3.21%
5,857 $254,000
Q4 2024

Feb 13, 2025

SELL
$39.59 - $43.95 $910 - $1,010
-23 Reduced 0.38%
6,051 $243,000
Q3 2024

Nov 13, 2024

BUY
$37.66 - $42.06 $9,226 - $10,304
245 Added 4.2%
6,074 $254,000
Q2 2024

Aug 13, 2024

BUY
$36.38 - $39.01 $212,059 - $227,389
5,829 New
5,829 $221,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Eqis Capital Management, Inc. Portfolio

Follow Eqis Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eqis Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Eqis Capital Management, Inc. with notifications on news.