Zacks Investment Management First Tr Morningstar Dividend Transaction History

Zacks Investment Management

  • $11.4 Billion
  • Q3 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 4,974 shares of FDL stock, worth $199,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,974
Previous 9,999 50.26%
Holding current value
$199,805
Previous $379,000 45.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$37.66 - $42.06 $189,241 - $211,351
-5,025 Reduced 50.26%
4,974 $208,000
Q2 2024

Aug 14, 2024
BUY
$36.38 - $39.01 $102,082 - $109,462
2,806 Added 39.01%
9,999 $379,000
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
393
Shares Held
64.6M
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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