Hobart Private Capital, LLC First Tr Morningstar Dividend Transaction History

Hobart Private Capital, LLC

$400 Billion
Q1 2025

A detailed history of Hobart Private Capital, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Hobart Private Capital, LLC holds 202,228 shares of FDL stock, worth $8.32 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

202,228

Previous 189,904 6.49%

Holding current value

$8.32 Million

Previous $7.65 Billion 14.9%

% of portfolio

2.2%

Previous 1.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 01, 2025	BUY	$39.69 - $43.83 $489,139 - $540,160	12,324 Added 6.49%	202,228 $8.78 Billion
Q4 2024 Jan 28, 2025	BUY	$39.59 - $43.95 $1.06 Million - $1.18 Million	26,819 Added 16.44%	189,904 $7.65 Billion
Q3 2024 Nov 07, 2024	BUY	$37.66 - $42.06 $513,870 - $573,908	13,645 Added 9.13%	163,085 $6.84 Billion
Q2 2024 Jul 30, 2024	BUY	$36.38 - $39.01 $1.53 Million - $1.64 Million	42,059 Added 39.17%	149,440 $5.67 Billion
Q1 2024 Apr 15, 2024	BUY	$35.29 - $38.48 $1.07 Million - $1.17 Million	30,334 Added 39.37%	107,381 $4.13 Billion
Q4 2023 Jan 18, 2024	BUY	$31.58 - $36.4 $2.43 Million - $2.8 Million	77,047 New	77,047 $2.76 Billion

Others Institutions Holding FDL

# of Institutions

454

Shares Held

72.4M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Hobart Private Capital, LLC First Tr Morningstar Dividend Transaction History