A detailed history of Pca Investment Advisory Services Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 11,540 shares of FDL stock, worth $494,373. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,540
Previous 11,517 0.2%
Holding current value
$494,373
Previous $436,000 11.01%
% of portfolio
0.23%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$37.66 - $42.06 $866 - $967
23 Added 0.2%
11,540 $484,000
Q2 2024

Aug 13, 2024

BUY
$36.38 - $39.01 $1,127 - $1,209
31 Added 0.27%
11,517 $436,000
Q1 2024

May 07, 2024

SELL
$35.29 - $38.48 $12,069 - $13,160
-342 Reduced 2.89%
11,486 $441,000
Q4 2023

Feb 15, 2024

SELL
$31.58 - $36.4 $17,842 - $20,566
-565 Reduced 4.56%
11,828 $424,000
Q3 2023

Nov 13, 2023

BUY
$33.36 - $35.96 $10,074 - $10,859
302 Added 2.5%
12,393 $414 Million
Q2 2023

Aug 16, 2023

BUY
$33.19 - $36.38 $1,228 - $1,346
37 Added 0.31%
12,091 $411 Million
Q1 2023

May 16, 2023

BUY
$33.91 - $38.26 $408,751 - $461,186
12,054 New
12,054 $428 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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