Mc Adam, LLC First Tr Morningstar Dividend Transaction History

Mc Adam, LLC

  • $1.79 Billion
  • Q2 2025

A detailed history of Mc Adam, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mc Adam, LLC holds 227,660 shares of FDL stock, worth $9.73 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
227,660
Previous 230,244 1.12%
Holding current value
$9.73 Million
Previous $10 Million 4.69%
% of portfolio
0.53%
Previous 0.63%

Shares

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

Jul 15, 2025
SELL
$38.19 - $43.19 $98,682 - $111,602
-2,584 Reduced 1.12%
227,660 $9.53 Million
Q1 2025

May 21, 2025
BUY
$39.69 - $43.83 $1.52 Million - $1.68 Million
38,269 Added 19.93%
230,244 $10 Million
Q4 2024

Jan 24, 2025
BUY
$39.59 - $43.95 $7.6 Million - $8.44 Million
191,975 New
191,975 $7.73 Million
Q4 2018

Jan 30, 2019
SELL
$25.99 - $30.19 $14,372 - $16,695
-553 Closed
0 $0
Q2 2018

Aug 22, 2018
SELL
$27.65 - $29.13 $11,060 - $11,652
-400 Reduced 41.97%
553 $16,000
Q1 2018

Apr 24, 2018
BUY
$27.43 - $31.14 $26,140 - $29,676
953 New
953 $27,000

Others Institutions Holding FDL

# of Institutions
486
Shares Held
83.1M
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
Track This Portfolio

Track Mc Adam, LLC Portfolio

Follow Mc Adam, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Adam, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Adam, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email