Pinnacle Family Advisors, LLC First Tr Morningstar Dividend Transaction History

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 21,116 shares of FDL stock, worth $868,712. This represents 0.57% of its overall portfolio holdings.

Number of Shares
21,116
Previous 22,386 5.67%
Holding current value
$868,712
Previous $901,000 1.78%
% of portfolio
0.57%
Previous 0.49%

Shares

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

May 15, 2025
SELL
$39.69 - $43.83 $50,406 - $55,664
-1,270 Reduced 5.67%
21,116 $917,000
Q4 2024

Feb 14, 2025
BUY
$39.59 - $43.95 $485,373 - $538,827
12,260 Added 121.07%
22,386 $901,000
Q3 2024

Nov 14, 2024
SELL
$37.66 - $42.06 $479,374 - $535,381
-12,729 Reduced 55.69%
10,126 $424,000
Q2 2024

Aug 14, 2024
BUY
$36.38 - $39.01 $831,464 - $891,573
22,855 New
22,855 $866,000

Others Institutions Holding FDL

# of Institutions
469
Shares Held
78.1M
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
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