Sage Oak Financial, LLC First Tr Morningstar Dividend Transaction History

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Sage Oak Financial, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sage Oak Financial, LLC holds 5,344 shares of FDL stock, worth $228,509. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,344
Previous 10,495 49.08%
Holding current value
$228,509
Previous $456 Million 50.92%
% of portfolio
0.18%
Previous 0.4%

Shares

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

Aug 08, 2025
SELL
$38.19 - $43.19 $196,716 - $222,471
-5,151 Reduced 49.08%
5,344 $224 Million
Q1 2025

May 02, 2025
SELL
$39.69 - $43.83 $512,834 - $566,327
-12,921 Reduced 55.18%
10,495 $456 Million
Q4 2024

Feb 10, 2025
BUY
$39.59 - $43.95 $927,039 - $1.03 Million
23,416 New
23,416 $943 Million

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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