Marshall Investment Management, LLC First Tr Morningstar Dividend Transaction History

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025

A detailed history of Marshall Investment Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Marshall Investment Management, LLC holds 57,743 shares of FDL stock, worth $2.39 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
57,743
Previous 34,979 65.08%
Holding current value
$2.39 Million
Previous $1.47 Billion 70.94%
% of portfolio
1.56%
Previous 0.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$39.69 - $43.83 $903,503 - $997,746
22,764 Added 65.08%
57,743 $2.51 Billion
Q4 2024

Feb 03, 2025
BUY
$39.59 - $43.95 $1.38 Million - $1.54 Million
34,979 New
34,979 $1.47 Billion

Others Institutions Holding FDL

# of Institutions
470
Shares Held
78.7M
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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