Triumph Capital Management First Tr Morningstar Dividend Transaction History

Triumph Capital Management

  • $300 Million
  • Q2 2025

A detailed history of Triumph Capital Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Triumph Capital Management holds 47,799 shares of FDL stock, worth $2.04 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
47,799
Previous 57,531 16.92%
Holding current value
$2.04 Million
Previous $2.5 Million 19.93%
% of portfolio
0.67%
Previous 0.92%

Shares

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

Jul 09, 2025
SELL
$38.19 - $43.19 $371,665 - $420,325
-9,732 Reduced 16.92%
47,799 $2 Million
Q1 2025

May 06, 2025
BUY
$39.69 - $43.83 $1.29 Million - $1.43 Million
32,531 Added 130.12%
57,531 $2.5 Million
Q4 2024

Feb 14, 2025
BUY
$39.59 - $43.95 $989,750 - $1.1 Million
25,000 New
25,000 $1.01 Million

Others Institutions Holding FDL

# of Institutions
473
Shares Held
78.4M
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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