Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Morningstar Dividend Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.53 Billion
  • Q1 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 7,036 shares of FDL stock, worth $300,648. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,036
Previous 7,493 6.1%
Holding current value
$300,648
Previous $301,000 1.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 21, 2025
SELL
$39.69 - $43.83 $18,138 - $20,030
-457 Reduced 6.1%
7,036 $305,000
Q4 2024

Jan 17, 2025
BUY
$39.59 - $43.95 $3,206 - $3,559
81 Added 1.09%
7,493 $301,000
Q3 2024

Nov 08, 2024
SELL
$37.66 - $42.06 $7,720 - $8,622
-205 Reduced 2.69%
7,412 $310,000
Q2 2024

Aug 13, 2024
BUY
$36.38 - $39.01 $13,315 - $14,277
366 Added 5.05%
7,617 $288,000
Q1 2024

Apr 30, 2024
BUY
$35.29 - $38.48 $2,505 - $2,732
71 Added 0.99%
7,251 $279,000
Q4 2023

Jan 30, 2024
BUY
$31.58 - $36.4 $18,505 - $21,330
586 Added 8.89%
7,180 $257,000
Q3 2023

Oct 17, 2023
BUY
$33.36 - $35.96 $2,335 - $2,517
70 Added 1.07%
6,594 $220,000
Q2 2023

Jul 19, 2023
BUY
$33.19 - $36.38 $2,854 - $3,128
86 Added 1.34%
6,524 $221,000
Q1 2023

May 10, 2023
BUY
$33.91 - $38.26 $1,898 - $2,142
56 Added 0.88%
6,438 $228,000
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $2,248 - $2,588
68 Added 1.08%
6,382 $233,000
Q3 2022

Oct 26, 2022
BUY
$32.13 - $37.78 $2,474 - $2,909
77 Added 1.23%
6,314 $202,000
Q2 2022

Aug 10, 2022
BUY
$34.6 - $39.18 $1,418 - $1,606
41 Added 0.66%
6,237 $219,000
Q1 2022

May 13, 2022
BUY
$35.1 - $37.75 $1,614 - $1,736
46 Added 0.75%
6,196 $231,000
Q4 2021

Feb 14, 2022
BUY
$32.91 - $35.56 $43,934 - $47,472
1,335 Added 27.73%
6,150 $218,000
Q3 2021

Nov 02, 2021
BUY
$32.62 - $34.39 $157,065 - $165,587
4,815 New
4,815 $157,000
Q1 2019

May 08, 2019
SELL
$27.03 - $30.26 $11,676 - $13,072
-432 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
$25.99 - $30.19 $155 - $181
6 Added 1.41%
432 $11,000
Q3 2018

Nov 14, 2018
BUY
$28.49 - $30.14 $85 - $90
3 Added 0.71%
426 $13,000
Q2 2018

Aug 16, 2018
BUY
$27.65 - $29.13 $110 - $116
4 Added 0.95%
423 $12,000
Q1 2018

May 15, 2018
SELL
$27.43 - $31.14 $15,744 - $17,874
-574 Reduced 57.8%
419 $12,000
Q4 2017

Feb 08, 2018
BUY
$28.72 - $30.44 $287 - $304
10 Added 1.02%
993 $30,000
Q3 2017

Nov 08, 2017
SELL
$28.97 - $29.04 $13,384 - $13,416
-462 Reduced 31.97%
983 $29,000
Q2 2017

Aug 15, 2017
BUY
N/A
1,445
1,445 $41,000

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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