Zacks Investment Management First Tr Morningstar Dividend Transaction History

Zacks Investment Management

  • $9.31 Billion
  • Q1 2024

A detailed history of Zacks Investment Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Zacks Investment Management holds 7,193 shares of FDL stock, worth $270,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,193
Previous 6,951 3.48%
Holding current value
$270,888
Previous $249,000 10.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024
BUY
$35.29 - $38.48 $8,540 - $9,312
242 Added 3.48%
7,193 $276,000
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $2,842 - $3,276
-90 Reduced 1.28%
6,951 $249,000
Q3 2023

Nov 14, 2023
SELL
$33.36 - $35.96 $159,994 - $172,464
-4,796 Reduced 40.52%
7,041 $235,000
Q2 2023

Aug 14, 2023
BUY
$33.19 - $36.38 $199,239 - $218,389
6,003 Added 102.9%
11,837 $402,000
Q1 2023

May 15, 2023
BUY
$33.91 - $38.26 $197,830 - $223,208
5,834 New
5,834 $207,000

Others Institutions Holding FDL

# of Institutions
378
Shares Held
57.9M
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 Zacks Investment Management Portfolio

Follow Zacks Investment Management 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 Zacks Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Zacks Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email