Foundations Investment Advisors, LLC First Tr Morningstar Dividend Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 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 71,873 shares of FDL stock, worth $2.91 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
71,873
Previous 72,436 0.78%
Holding current value
$2.91 Million
Previous $2.75 Million 9.76%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
393
Shares Held
64.6M
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email