Sowell Financial Services LLC First Tr Morningstar Dividend Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 2025

A detailed history of Sowell Financial Services LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sowell Financial Services LLC holds 5,453 shares of FDL stock, worth $233,006. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,453

Holding current value

$233,006

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$39.69 - $43.83 $216,429 - $239,004	5,453 New	5,453 $236,000
Q3 2022 Nov 15, 2022	BUY	$32.13 - $37.78 $391,343 - $460,160	12,180 New	12,180 $391,000
Q2 2021 Aug 05, 2021	SELL	$32.86 - $35.14 $87,933 - $94,034	-2,676 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$29.2 - $32.92 $350 - $395	12 Added 0.45%	2,676 $93,000
Q4 2020 Jan 13, 2021	BUY	$25.5 - $30.51 $63,928 - $76,488	2,507 Added 1596.82%	2,664 $79,000
Q3 2020 Nov 12, 2020	BUY	$24.81 - $27.46 $49 - $54	2 Added 1.29%	157 $4,000
Q2 2020 Aug 13, 2020	SELL	$21.3 - $29.06 $74,954 - $102,262	-3,519 Reduced 95.78%	155 $4,000
Q1 2020 May 12, 2020	BUY	$19.15 - $32.68 $766 - $1,307	40 Added 1.1%	3,674 $82,000
Q4 2019 Feb 07, 2020	BUY	$29.94 - $32.68 $1,347 - $1,470	45 Added 1.25%	3,634 $118,000
Q3 2019 Nov 14, 2019	BUY	$29.15 - $31.57 $104,619 - $113,304	3,589 New	3,589 $111,000

Others Institutions Holding FDL

# of Institutions

470

Shares Held

78.7M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Sowell Financial Services LLC First Tr Morningstar Dividend Transaction History