A detailed history of World Equity Group, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, World Equity Group, Inc. holds 126,788 shares of FDL stock, worth $5.49 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
126,788
Previous 123,534 2.63%
Holding current value
$5.49 Million
Previous $4.69 Billion 13.51%
% of portfolio
1.92%
Previous 1.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$37.66 - $42.06 $122,545 - $136,863
3,254 Added 2.63%
126,788 $5.32 Billion
Q2 2024

Jul 18, 2024

BUY
$36.38 - $39.01 $1.83 Million - $1.96 Million
50,201 Added 68.46%
123,534 $4.69 Billion
Q1 2024

Jul 18, 2024

BUY
$35.29 - $38.48 $2.59 Million - $2.82 Million
73,333 New
73,333 $2.82 Billion
Q4 2023

Jul 22, 2024

SELL
$31.58 - $36.4 $7,168 - $8,262
-227 Reduced 0.19%
116,680 $4.21 Billion
Q3 2023

Jul 22, 2024

SELL
$33.36 - $35.96 $221,076 - $238,306
-6,627 Reduced 5.36%
116,907 $3.9 Billion
Q2 2023

Aug 26, 2024

BUY
$33.19 - $36.38 $826,231 - $905,643
24,894 Added 23.73%
129,795 $4.41 Billion
Q1 2023

Aug 26, 2024

SELL
$33.91 - $38.26 $631,845 - $712,898
-18,633 Reduced 15.08%
104,901 $12.5 Billion
Q4 2022

Sep 06, 2024

SELL
$33.07 - $38.07 $493,239 - $567,814
-14,915 Reduced 12.07%
108,619 $3.97 Billion
Q2 2022

Sep 06, 2024

SELL
$34.6 - $39.18 $89,856 - $101,750
-2,597 Reduced 8.86%
26,705 $941 Million
Q1 2022

Sep 06, 2024

SELL
$35.1 - $37.75 $3.31 Million - $3.56 Million
-94,232 Reduced 76.28%
29,302 $1.1 Billion

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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