Rockport Wealth LLC First Tr Morningstar Dividend Transaction History

Rockport Wealth LLC

  • $283 Billion
  • Q1 2025

A detailed history of Rockport Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Rockport Wealth LLC holds 1,974,095 shares of FDL stock, worth $85 Million. This represents 30.26% of its overall portfolio holdings.

Number of Shares
1,974,095
Previous 1,951,507 1.16%
Holding current value
$85 Million
Previous $78.6 Billion 9.15%
% of portfolio
30.26%
Previous 34.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$39.69 - $43.83 $896,517 - $990,032
22,588 Added 1.16%
1,974,095 $85.8 Billion
Q4 2024

Feb 10, 2025
BUY
$39.59 - $43.95 $12.7 Million - $14.1 Million
319,857 Added 19.6%
1,951,507 $78.6 Billion
Q3 2024

Nov 13, 2024
BUY
$37.66 - $42.06 $61.4 Million - $68.6 Million
1,631,650 New
1,631,650 $68.4 Billion

Others Institutions Holding FDL

# of Institutions
478
Shares Held
78.5M
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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