U.S. Capital Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.46 Billion
  • Q2 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 5,400 shares of FDL stock, worth $215,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,400
Previous 5,400 -0.0%
Holding current value
$215,513
Previous $207,000 1.45%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$35.29 - $38.48 $190,566 - $207,791
5,400 New
5,400 $207,000
Q4 2022

Feb 03, 2023
BUY
$35.65 - $38.07 $198,784 - $212,278
5,576 New
5,576 $203,000
Q2 2022

Aug 12, 2022
SELL
$34.6 - $39.18 $192,929 - $218,467
-5,576 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$35.1 - $37.75 $195,717 - $210,494
5,576 New
5,576 $209,000

Others Institutions Holding FDL

# of Institutions
376
Shares Held
58.1M
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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