Zacks Investment Management First Tr Morningstar Dividend Transaction History

Zacks Investment Management

$10.5 Billion
Q4 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 4,989 shares of FDL stock, worth $216,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,989

Previous 4,974 0.3%

Holding current value

$216,422

Previous $208,000 3.85%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$39.59 - $43.95 $593 - $659	15 Added 0.3%	4,989 $200,000
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

426

Shares Held

68.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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Zacks Investment Management First Tr Morningstar Dividend Transaction History