Independent Advisor Alliance First Tr Morningstar Dividend Transaction History

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

A detailed history of Independent Advisor Alliance transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Independent Advisor Alliance holds 119,402 shares of FDL stock, worth $5.24 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
119,402
Previous 102,314 16.7%
Holding current value
$5.24 Million
Previous $4.44 Million 12.49%
% of portfolio
0.15%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$38.19 - $43.19 $652,590 - $738,030
17,088 Added 16.7%
119,402 $5 Million
Q1 2025

May 12, 2025
SELL
$39.69 - $43.83 $3.78 Million - $4.18 Million
-95,287 Reduced 48.22%
102,314 $4.44 Million
Q4 2024

Feb 07, 2025
BUY
$39.59 - $43.95 $4.11 Million - $4.57 Million
103,932 Added 110.96%
197,601 $7.96 Million
Q3 2024

Nov 12, 2024
BUY
$37.66 - $42.06 $123,487 - $137,914
3,279 Added 3.63%
93,669 $3.93 Million
Q2 2024

Aug 12, 2024
BUY
$36.38 - $39.01 $98,626 - $105,756
2,711 Added 3.09%
90,390 $3.43 Million
Q1 2024

May 08, 2024
BUY
$35.29 - $38.48 $1.3 Million - $1.42 Million
36,936 Added 72.79%
87,679 $3.37 Million
Q4 2023

Feb 08, 2024
BUY
$31.58 - $36.4 $293,283 - $338,046
9,287 Added 22.4%
50,743 $1.82 Million
Q3 2023

Oct 24, 2023
SELL
$33.36 - $35.96 $39,631 - $42,720
-1,188 Reduced 2.79%
41,456 $1.39 Million
Q2 2023

Jul 28, 2023
BUY
$33.19 - $36.38 $1.17 Million - $1.28 Million
35,292 Added 480.03%
42,644 $1.45 Million
Q1 2023

May 12, 2023
BUY
$33.91 - $38.26 $249,306 - $281,287
7,352 New
7,352 $260,000
Q1 2020

May 14, 2020
SELL
$19.15 - $32.68 $139,622 - $238,269
-7,291 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$29.94 - $32.68 $218,292 - $238,269
7,291 New
7,291 $238,000

Others Institutions Holding FDL

# of Institutions
484
Shares Held
82.7M
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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