A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 8,348 shares of FDL stock, worth $343,770. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,348
Previous 8,448 1.18%
Holding current value
$343,770
Previous $325,000 2.77%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$36.38 - $39.01 $3,638 - $3,901
-100 Reduced 1.18%
8,348 $316,000
Q3 2023

Oct 10, 2023

BUY
$33.36 - $35.96 $93,441 - $100,723
2,801 Added 49.6%
8,448 $282,000
Q1 2023

Apr 13, 2023

BUY
$33.91 - $38.26 $191,489 - $216,054
5,647 New
5,647 $200,000
Q3 2022

Oct 11, 2022

BUY
$33.06 - $37.78 $152,406 - $174,165
4,610 New
4,610 $148,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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