Retireful, LLC First Tr Morningstar Dividend Transaction History

Retireful, LLC

$134 Million
Q3 2024

A detailed history of Retireful, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Retireful, LLC holds 116,131 shares of FDL stock, worth $4.65 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

116,131

Holding current value

$4.65 Million

% of portfolio

3.64%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$37.66 - $42.06 $4.37 Million - $4.88 Million	116,131 New	116,131 $4.87 Million
Q1 2024 Apr 22, 2024	BUY	$35.29 - $38.48 $5.1 Million - $5.56 Million	144,458 New	144,458 $5.56 Million
Q1 2022 May 06, 2022	BUY	$35.1 - $37.75 $695,331 - $747,827	19,810 New	19,810 $742,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$339 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$266 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$98.9 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$77.9 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$72.4 Million
0.02% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
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