Mark Sheptoff Financial Planning, LLC First Tr Morningstar Dividend Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 350 shares of FDL stock, worth $15,270. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Previous 350 -0.0%
Holding current value
$15,270
Previous $14,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 11, 2021
SELL
$29.2 - $32.92 $8,760 - $9,876
-300 Reduced 46.15%
350 $11,000
Q2 2020

Aug 10, 2020
SELL
$21.3 - $29.06 $13,845 - $18,889
-650 Reduced 50.0%
650 $16,000
Q3 2017

Nov 09, 2017
BUY
$28.97 - $29.04 $37,661 - $37,752
1,300
1,300 $38,000

Others Institutions Holding FDL

# of Institutions
481
Shares Held
86.3M
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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