Foundations Investment Advisors, LLC First Tr Morningstar Dividend Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 70,749 shares of FDL stock, worth $2.96 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
70,749
Previous 71,873 1.56%
Holding current value
$2.96 Million
Previous $3.02 Million 5.54%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$39.59 - $43.95 $44,499 - $49,399
-1,124 Reduced 1.56%
70,749 $2.85 Million
Q3 2024

Oct 21, 2024
SELL
$37.66 - $42.06 $21,202 - $23,679
-563 Reduced 0.78%
71,873 $3.02 Million
Q2 2024

Aug 02, 2024
SELL
$36.38 - $39.01 $37,362 - $40,063
-1,027 Reduced 1.4%
72,436 $2.75 Million
Q1 2024

May 13, 2024
BUY
$35.29 - $38.48 $37,830 - $41,250
1,072 Added 1.48%
73,463 $2.83 Million
Q4 2023

Feb 08, 2024
SELL
$31.58 - $36.4 $51,285 - $59,113
-1,624 Reduced 2.19%
72,391 $2.6 Million
Q3 2023

Oct 05, 2023
SELL
$33.36 - $35.96 $101,014 - $108,886
-3,028 Reduced 3.93%
74,015 $2.48 Million
Q2 2023

Jul 19, 2023
SELL
$33.19 - $36.38 $1.79 Million - $1.96 Million
-53,963 Reduced 41.19%
77,043 $2.62 Million
Q1 2023

Apr 25, 2023
SELL
$33.91 - $38.26 $70,939 - $80,039
-2,092 Reduced 1.57%
131,006 $4.65 Million
Q4 2022

Jan 11, 2023
BUY
$33.07 - $38.07 $2.73 Million - $3.14 Million
82,473 Added 162.91%
133,098 $0
Q3 2022

Oct 19, 2022
BUY
$32.13 - $37.78 $1.63 Million - $1.91 Million
50,625 New
50,625 $1.63 Million

Others Institutions Holding FDL

# of Institutions
413
Shares Held
63.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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