Sound Income Strategies, LLC First Tr Morningstar Dividend Transaction History

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025

A detailed history of Sound Income Strategies, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sound Income Strategies, LLC holds 233 shares of FDL stock, worth $9,963. This represents 0.0% of its overall portfolio holdings.

Number of Shares
233
Previous 350 33.43%
Holding current value
$9,963
Previous $14,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$41.96 - $44.59 $4,909 - $5,217
-117 Reduced 33.43%
233 $10,000
Q4 2024

Jan 21, 2025
BUY
$39.59 - $43.95 $7,363 - $8,174
186 Added 113.41%
350 $14,000
Q3 2024

Oct 10, 2024
SELL
$37.66 - $42.06 $37 - $42
-1 Reduced 0.61%
164 $6,000
Q2 2024

Jul 12, 2024
SELL
$36.38 - $39.01 $52,860 - $56,681
-1,453 Reduced 89.8%
165 $6,000
Q1 2024

Apr 15, 2024
BUY
$35.29 - $38.48 $57,099 - $62,260
1,618 New
1,618 $62,000
Q2 2023

Jul 10, 2023
BUY
$33.19 - $36.38 $8,264 - $9,058
249 New
249 $8,000
Q3 2021

Oct 12, 2021
SELL
$32.62 - $34.39 $5,610 - $5,915
-172 Closed
0 $0
Q4 2020

Jan 11, 2021
SELL
$25.5 - $30.51 $1,275 - $1,525
-50 Reduced 22.52%
172 $5,000
Q4 2018

Jan 11, 2019
SELL
$25.99 - $30.19 $1,819 - $2,113
-70 Reduced 23.97%
222 $6,000
Q1 2018

May 15, 2018
SELL
$27.43 - $31.14 $2,358 - $2,678
-86 Reduced 22.75%
292 $8,000
Q4 2017

Feb 14, 2018
BUY
$28.72 - $30.44 $10,856 - $11,506
378
378 $11,000

Others Institutions Holding FDL

# of Institutions
486
Shares Held
82.9M
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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