Moseley Investment Management Inc First Tr Morningstar Dividend Transaction History

Moseley Investment Management Inc

  • $317 Million
  • Q3 2025

A detailed history of Moseley Investment Management Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Moseley Investment Management Inc holds 13,714 shares of FDL stock, worth $598,341. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,714
Previous 12,681 8.15%
Holding current value
$598,341
Previous $530,000 12.26%
% of portfolio
0.19%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$41.96 - $44.59 $43,344 - $46,061
1,033 Added 8.15%
13,714 $595,000
Q1 2025

Apr 15, 2025
BUY
$39.69 - $43.83 $27,703 - $30,593
698 Added 5.82%
12,681 $542,000
Q4 2024

Jan 14, 2025
BUY
$39.59 - $43.95 $21,180 - $23,513
535 Added 4.67%
11,983 $482,000
Q3 2024

Oct 16, 2024
BUY
$37.66 - $42.06 $97,087 - $108,430
2,578 Added 29.06%
11,448 $480,000
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $1,091 - $1,170
-30 Reduced 0.34%
8,870 $336,000
Q1 2024

Apr 04, 2024
BUY
$35.29 - $38.48 $22,479 - $24,511
637 Added 7.71%
8,900 $342,000
Q4 2023

Jan 25, 2024
BUY
$31.58 - $36.4 $24,348 - $28,064
771 Added 10.29%
8,263 $296,000
Q3 2023

Oct 16, 2023
BUY
$33.36 - $35.96 $3,035 - $3,272
91 Added 1.23%
7,492 $250,000
Q2 2023

Jul 06, 2023
BUY
$33.19 - $36.38 $16,595 - $18,190
500 Added 7.25%
7,401 $251,000
Q1 2023

May 03, 2023
BUY
$33.91 - $38.26 $18,650 - $21,043
550 Added 8.66%
6,901 $244,000
Q4 2022

Jan 24, 2023
BUY
$33.07 - $38.07 $210,027 - $241,782
6,351 New
6,351 $0

Others Institutions Holding FDL

# of Institutions
484
Shares Held
86.4M
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 Moseley Investment Management Inc Portfolio

Follow Moseley Investment Management Inc 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 Moseley Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moseley Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email