Fin Trust Capital Advisors, LLC First Tr Morningstar Dividend Transaction History

Fin Trust Capital Advisors, LLC

$510 Million
Q1 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 29,277 shares of FDL stock, worth $1.11 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

29,277

Previous 14,561 101.06%

Holding current value

$1.11 Million

Previous $522,000 115.71%

% of portfolio

0.22%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$35.29 - $38.48 $519,327 - $566,271	14,716 Added 101.06%	29,277 $1.13 Million
Q4 2023 Feb 13, 2024	BUY	$31.58 - $36.4 $51,317 - $59,150	1,625 Added 12.56%	14,561 $522,000
Q3 2023 Oct 24, 2023	BUY	$33.36 - $35.96 $409,727 - $441,660	12,282 Added 1877.98%	12,936 $432,000
Q1 2021 May 17, 2021	BUY	$29.2 - $32.92 $19,096 - $21,529	654 New	654 $21,000

Others Institutions Holding FDL

# of Institutions

376

Shares Held

57.9M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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Fin Trust Capital Advisors, LLC First Tr Morningstar Dividend Transaction History