Principal Securities, Inc. First Tr Morningstar Dividend Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Principal Securities, Inc. holds 66,837 shares of FDL stock, worth $2.92 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

66,837

Previous 39,345 69.87%

Holding current value

$2.92 Million

Previous $1.65 Billion 76.12%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$41.96 - $44.59 $1.15 Million - $1.23 Million	27,492 Added 69.87%	66,837 $2.9 Billion
Q2 2025 Aug 11, 2025	BUY	$38.19 - $43.19 $138,285 - $156,390	3,621 Added 10.14%	39,345 $1.65 Billion
Q4 2024 Jan 30, 2025	BUY	$39.59 - $43.95 $3,325 - $3,691	84 Added 0.24%	35,724 $1.44 Billion
Q3 2024 Oct 28, 2024	SELL	$37.66 - $42.06 $115,691 - $129,208	-3,072 Reduced 7.94%	35,640 $1.5 Billion
Q2 2024 Jul 31, 2024	SELL	$36.38 - $39.01 $204,382 - $219,158	-5,618 Reduced 12.67%	38,712 $1.47 Billion

Q1 2024 May 10, 2024	SELL	$35.29 - $38.48 $1.19 Million - $1.3 Million	-33,736 Reduced 43.21%	44,330 $1.71 Billion
Q4 2023 Feb 07, 2024	BUY	$31.58 - $36.4 $2.47 Million - $2.84 Million	78,066 New	78,066 $2.8 Billion

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Principal Securities, Inc. First Tr Morningstar Dividend Transaction History