Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History

Semus Wealth Partners LLC

  • $144 Billion
  • Q1 2025

A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 6,959 shares of FDL stock, worth $293,391. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,959
Previous 5,768 20.65%
Holding current value
$293,391
Previous $232 Million 30.18%
% of portfolio
0.21%
Previous 0.15%

Shares

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

May 07, 2025
BUY
$39.69 - $43.83 $47,270 - $52,201
1,191 Added 20.65%
6,959 $302 Million
Q4 2024

Jan 31, 2025
BUY
$39.59 - $43.95 $2,731 - $3,032
69 Added 1.21%
5,768 $232 Million
Q3 2024

Nov 07, 2024
SELL
$37.66 - $42.06 $11,222 - $12,533
-298 Reduced 4.97%
5,699 $239 Million
Q2 2024

Jul 31, 2024
SELL
$36.38 - $39.01 $5,020 - $5,383
-138 Reduced 2.25%
5,997 $227 Million
Q1 2024

May 07, 2024
SELL
$35.29 - $38.48 $16,409 - $17,893
-465 Reduced 7.05%
6,135 $236 Million
Q4 2023

Jan 23, 2024
BUY
$31.58 - $36.4 $2,021 - $2,329
64 Added 0.98%
6,600 $237 Million
Q3 2023

Oct 31, 2023
BUY
$33.36 - $35.96 $218,040 - $235,034
6,536 New
6,536 $219 Million

Others Institutions Holding FDL

# of Institutions
471
Shares Held
78.7M
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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