Institute For Wealth Management, Llc. First Tr Morningstar Dividend Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,507 shares of FDL stock, worth $284,160. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,507
Previous 6,507 -0.0%
Holding current value
$284,160
Previous $272,000 3.68%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 23, 2025
SELL
$39.59 - $43.95 $3,602 - $3,999
-91 Reduced 1.38%
6,507 $261,000
Q1 2024

Apr 30, 2024
SELL
$35.29 - $38.48 $2,540 - $2,770
-72 Reduced 1.08%
6,598 $253,000
Q3 2023

Oct 13, 2023
SELL
$33.36 - $35.96 $633 - $683
-19 Reduced 0.28%
6,670 $223,000
Q4 2022

Feb 02, 2023
SELL
$33.07 - $38.07 $3,075 - $3,540
-93 Reduced 1.37%
6,689 $244,000
Q4 2020

Feb 01, 2021
BUY
$25.5 - $30.51 $172,941 - $206,918
6,782 New
6,782 $201,000
Q1 2020

Apr 29, 2020
SELL
$19.15 - $32.68 $171,047 - $291,897
-8,932 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$29.94 - $32.68 $258,711 - $282,387
8,641 Added 2969.42%
8,932 $291,000
Q4 2019

Jan 27, 2020
SELL
$29.94 - $32.68 $258,711 - $282,387
-8,641 Reduced 96.74%
291 $291,000
Q3 2019

Oct 28, 2019
SELL
$29.15 - $31.57 $26,468 - $28,665
-908 Reduced 9.23%
8,932 $277,000
Q2 2019

Aug 02, 2019
BUY
$28.96 - $30.64 $28,033 - $29,659
968 Added 10.91%
9,840 $301,000
Q1 2019

May 15, 2019
BUY
$27.03 - $30.26 $239,810 - $268,466
8,872 New
8,872 $268,000
Q1 2018

May 15, 2018
SELL
$27.43 - $31.14 $189,705 - $215,364
-6,916 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$28.72 - $30.44 $198,627 - $210,523
6,916
6,916 $208,000

Others Institutions Holding FDL

# of Institutions
483
Shares Held
81.5M
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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