Swisher Financial Concepts, Inc. First Tr Morningstar Dividend Transaction History

Swisher Financial Concepts, Inc.

  • $140 Million
  • Q2 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 6,763 shares of FDL stock, worth $296,895. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,763
Previous 6,933 2.45%
Holding current value
$296,895
Previous $296,000 4.39%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Jul 16, 2025
SELL
$38.19 - $43.19 $6,492 - $7,342
-170 Reduced 2.45%
6,763 $283,000
Q1 2025

Apr 09, 2025
BUY
$39.69 - $43.83 $275,170 - $303,873
6,933 New
6,933 $296,000
Q3 2024

Nov 05, 2024
SELL
$37.66 - $42.06 $3,163 - $3,533
-84 Reduced 1.0%
8,316 $345,000
Q2 2024

Jul 22, 2024
SELL
$36.38 - $39.01 $109 - $117
-3 Reduced 0.04%
8,400 $318,000
Q1 2024

Apr 23, 2024
SELL
$35.29 - $38.48 $25,408 - $27,705
-720 Reduced 7.89%
8,403 $315,000
Q4 2023

Feb 13, 2024
BUY
$31.58 - $36.4 $288,104 - $332,077
9,123 New
9,123 $327,000

Others Institutions Holding FDL

# of Institutions
484
Shares Held
82.7M
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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