Jim Simons First Tr Morningstar Dividend Transaction History

Renaissance Technologies LLC

  • $70.6 Billion
  • Q2 2025

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Renaissance Technologies LLC holds 17,700 shares of FDL stock, worth $756,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,700
Previous 114,900 84.6%
Holding current value
$756,852
Previous $4.99 Million 85.15%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$38.19 - $43.19 $3.71 Million - $4.2 Million
-97,200 Reduced 84.6%
17,700 $741,000
Q1 2025

May 14, 2025
BUY
$39.69 - $43.83 $4.56 Million - $5.04 Million
114,900 New
114,900 $4.99 Million
Q2 2024

Aug 09, 2024
SELL
$36.38 - $39.01 $2.34 Million - $2.51 Million
-64,400 Reduced 70.54%
26,900 $1.02 Million
Q1 2024

May 13, 2024
BUY
$35.29 - $38.48 $3.22 Million - $3.51 Million
91,300 New
91,300 $3.51 Million
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $1.5 Million - $1.73 Million
45,400 New
45,400 $1.66 Million
Q2 2022

Aug 12, 2022
BUY
$34.6 - $39.18 $100,340 - $113,622
2,900 Added 5.87%
52,300 $1.84 Million
Q1 2022

May 13, 2022
BUY
$35.1 - $37.75 $916,110 - $985,275
26,100 Added 112.02%
49,400 $1.85 Million
Q4 2021

Feb 11, 2022
BUY
$32.91 - $35.56 $766,802 - $828,548
23,300 New
23,300 $829,000
Q3 2021

Nov 12, 2021
SELL
$32.62 - $34.39 $349,034 - $367,973
-10,700 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$32.86 - $35.14 $351,602 - $375,998
10,700 New
10,700 $355,000
Q1 2021

May 13, 2021
SELL
$29.2 - $32.92 $294,920 - $332,492
-10,100 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$25.5 - $30.51 $257,550 - $308,151
10,100 New
10,100 $299,000

Others Institutions Holding FDL

# of Institutions
487
Shares Held
83.1M
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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