Retirement Group, LLC First Tr Morningstar Dividend Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Retirement Group, LLC holds 1,050 shares of FDL stock, worth $42,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,200 12.5%
Holding current value
$42,850
Previous $43,000 6.98%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 30, 2024
SELL
$35.29 - $38.48 $5,293 - $5,771
-150 Reduced 12.5%
1,050 $40,000
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $246,324 - $283,920
-7,800 Reduced 86.67%
1,200 $43,000
Q3 2023

Nov 06, 2023
SELL
$33.36 - $35.96 $74,226 - $80,011
-2,225 Reduced 19.82%
9,000 $300,000
Q2 2023

Aug 15, 2023
BUY
$33.19 - $36.38 $73,847 - $80,945
2,225 Added 24.72%
11,225 $381,000
Q1 2023

May 12, 2023
BUY
$33.91 - $38.26 $288,235 - $325,210
8,500 Added 1700.0%
9,000 $320,000
Q4 2022

Feb 15, 2023
BUY
$33.07 - $38.07 $16,535 - $19,035
500 New
500 $18,000

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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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