Total Clarity Wealth Management, Inc. First Tr Morningstar Dividend Transaction History

Total Clarity Wealth Management, Inc.

$287 Million
Q1 2025

A detailed history of Total Clarity Wealth Management, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 74,742 shares of FDL stock, worth $3.03 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

74,742

Previous 74,742 -0.0%

Holding current value

$3.03 Million

Previous $3.01 Million 7.88%

% of portfolio

1.13%

Previous 1.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$36.38 - $39.01 $14,079 - $15,096	-387 Reduced 0.52%	74,742 $2.83 Million
Q1 2024 Apr 22, 2024	BUY	$35.29 - $38.48 $882 - $961	25 Added 0.03%	75,129 $2.89 Million
Q4 2023 Jan 23, 2024	SELL	$31.58 - $36.4 $11,053 - $12,740	-350 Reduced 0.46%	75,104 $2.69 Million
Q3 2023 Oct 24, 2023	SELL	$33.36 - $35.96 $640,945 - $690,899	-19,213 Reduced 20.3%	75,454 $2.52 Million
Q2 2023 Jul 24, 2023	SELL	$33.19 - $36.38 $33,853 - $37,107	-1,020 Reduced 1.07%	94,667 $3.22 Million
Q1 2023 May 04, 2023	BUY	$33.91 - $38.26 $653,649 - $737,499	19,276 Added 25.23%	95,687 $3.4 Million
Q4 2022 Feb 03, 2023	BUY	$33.07 - $38.07 $21,495 - $24,745	650 Added 0.86%	76,411 $2.79 Million
Q1 2022 Apr 29, 2022	SELL	$35.1 - $37.75 $353,351 - $380,029	-10,067 Reduced 11.73%	75,761 $2.84 Million
Q4 2021 Feb 03, 2022	BUY	$32.91 - $35.56 $310,472 - $335,473	9,434 Added 12.35%	85,828 $3.05 Million
Q2 2021 Jul 26, 2021	SELL	$32.86 - $35.14 $193,874 - $207,326	-5,900 Reduced 7.17%	76,394 $2.54 Million
Q2 2020 Jul 15, 2020	SELL	$21.3 - $29.06 $43,409 - $59,224	-2,038 Reduced 2.42%	82,294 $2.09 Million
Q1 2020 Apr 24, 2020	SELL	$19.15 - $32.68 $20,126 - $34,346	-1,051 Reduced 1.23%	84,332 $1.88 Million
Q4 2019 Feb 27, 2020	BUY	$29.94 - $32.68 $2.56 Million - $2.79 Million	85,383 New	85,383 $2.78 Million

Others Institutions Holding FDL

# of Institutions

448

Shares Held

70.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Clarity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Clarity Wealth Management, Inc. with notifications on news.

Account

Total Clarity Wealth Management, Inc. First Tr Morningstar Dividend Transaction History