A detailed history of Private Portfolio Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Private Portfolio Partners LLC holds 32,698 shares of FDL stock, worth $1.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
32,698
Previous 32,419 0.86%
Holding current value
$1.3 Million
Previous $1.16 Million 8.17%
% of portfolio
0.26%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$35.29 - $38.48 $9,845 - $10,735
279 Added 0.86%
32,698 $1.26 Million
Q4 2023

Feb 07, 2024

SELL
$31.58 - $36.4 $33,222 - $38,292
-1,052 Reduced 3.14%
32,419 $1.16 Million
Q3 2023

Nov 14, 2023

BUY
$33.36 - $35.96 $26,654 - $28,732
799 Added 2.45%
33,471 $1.12 Million
Q2 2023

Aug 14, 2023

BUY
$33.19 - $36.38 $179,060 - $196,270
5,395 Added 19.78%
32,672 $1.11 Million
Q1 2023

May 12, 2023

BUY
$33.91 - $38.26 $421,636 - $475,724
12,434 Added 83.77%
27,277 $968,000
Q4 2022

Feb 01, 2023

BUY
$35.65 - $38.07 $529,152 - $565,073
14,843 New
14,843 $542,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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