True Private Wealth Advisors First Tr Morningstar Dividend Transaction History

True Private Wealth Advisors

  • $779 Million
  • Q4 2024

A detailed history of True Private Wealth Advisors transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, True Private Wealth Advisors holds 956,968 shares of FDL stock, worth $41.5 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
956,968
Previous 974,990 1.85%
Holding current value
$41.5 Million
Previous $40.9 Million 5.8%
% of portfolio
4.94%
Previous 5.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$39.59 - $43.95 $713,490 - $792,066
-18,022 Reduced 1.85%
956,968 $38.5 Million
Q3 2024

Nov 14, 2024
SELL
$37.66 - $42.06 $2.49 Million - $2.79 Million
-66,245 Reduced 6.36%
974,990 $40.9 Million
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $2.46 Million - $2.64 Million
-67,721 Reduced 6.11%
1,041,235 $39.5 Million
Q1 2024

Apr 25, 2024
BUY
$35.29 - $38.48 $4.97 Million - $5.42 Million
140,840 Added 14.55%
1,108,956 $42.7 Million
Q4 2023

Jan 30, 2024
BUY
$31.58 - $36.4 $2.4 Million - $2.76 Million
75,840 Added 8.5%
968,116 $34.7 Million
Q3 2023

Nov 13, 2023
SELL
$33.36 - $35.96 $16,746 - $18,051
-502 Reduced 0.06%
892,276 $29.8 Million
Q2 2023

Aug 11, 2023
BUY
$33.19 - $36.38 $2.2 Million - $2.42 Million
66,390 Added 8.03%
892,778 $30.4 Million
Q1 2023

May 11, 2023
BUY
$33.91 - $38.26 $13.3 Million - $15 Million
393,294 Added 90.81%
826,388 $29.3 Million
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $14.3 Million - $16.5 Million
433,094 New
433,094 $15.8 Million
Q1 2021

May 12, 2021
SELL
$29.2 - $32.92 $350 - $395
-12 Closed
0 $0
Q1 2020

Apr 20, 2020
BUY
$19.15 - $32.68 $229 - $392
12 New
12 $0

Others Institutions Holding FDL

# of Institutions
430
Shares Held
68.3M
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
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email