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
Others Institutions Holding FDL
# of Institutions
473Shares Held
78.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio