A detailed history of River Tree Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, River Tree Advisors, LLC holds 8,279 shares of FDL stock, worth $347,386. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,279
Holding current value
$347,386
% of portfolio
0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$37.66 - $42.06 $311,787 - $348,214
8,279 New
8,279 $347,000
Q1 2023

May 15, 2023

BUY
$33.91 - $38.26 $350,222 - $395,149
10,328 Added 9.42%
119,979 $4.26 Million
Q4 2022

Feb 02, 2023

SELL
$33.07 - $38.07 $148,715 - $171,200
-4,497 Reduced 3.94%
109,651 $4.01 Million
Q3 2022

Oct 13, 2022

BUY
$32.13 - $37.78 $3.67 Million - $4.31 Million
114,148 New
114,148 $3.67 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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