Oarsman Capital, Inc. First Tr Morningstar Dividend Transaction History

Oarsman Capital, Inc.

$562 Million
Q4 2024

A detailed history of Oarsman Capital, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Oarsman Capital, Inc. holds 300 shares of FDL stock, worth $13,005. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$13,005

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$39.59 - $43.95 $11,877 - $13,185	300 New	300 $12,000

Others Institutions Holding FDL

# of Institutions

430

Shares Held

68.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$395 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$303 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$137 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$130 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$119 Million
0.03% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oarsman Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Oarsman Capital, Inc. with notifications on news.

Account