Southland Equity Partners LLC First Tr Morningstar Dividend Transaction History

Southland Equity Partners LLC

  • $430 Billion
  • Q1 2025

A detailed history of Southland Equity Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Southland Equity Partners LLC holds 502,734 shares of FDL stock, worth $20.1 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares
502,734
Previous 480,688 4.59%
Holding current value
$20.1 Million
Previous $19.4 Billion 12.85%
% of portfolio
5.08%
Previous 4.5%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$39.69 - $43.83 $875,005 - $966,276
22,046 Added 4.59%
502,734 $21.8 Billion
Q4 2024

Jan 21, 2025
BUY
$39.59 - $43.95 $96,876 - $107,545
2,447 Added 0.51%
480,688 $19.4 Billion
Q3 2024

Oct 15, 2024
BUY
$37.66 - $42.06 $1.8 Million - $2.01 Million
47,855 Added 11.12%
478,241 $20.1 Billion
Q2 2024

Jul 12, 2024
BUY
$36.38 - $39.01 $869,045 - $931,870
23,888 Added 5.88%
430,386 $16.3 Billion
Q1 2024

Apr 12, 2024
BUY
$35.29 - $38.48 $165,157 - $180,086
4,680 Added 1.16%
406,498 $15.6 Billion
Q4 2023

Jan 09, 2024
SELL
$31.58 - $36.4 $187,048 - $215,597
-5,923 Reduced 1.45%
401,818 $14.4 Billion
Q3 2023

Jan 02, 2024
BUY
$33.36 - $35.96 $140,478 - $151,427
4,211 Added 1.04%
407,741 $13.6 Billion
Q2 2023

Jan 02, 2024
BUY
$33.19 - $36.38 $198,443 - $217,516
5,979 Added 1.5%
403,530 $13.7 Billion
Q1 2023

Jan 02, 2024
BUY
$33.91 - $38.26 $7,188 - $8,111
212 Added 0.05%
397,551 $14.1 Billion
Q4 2022

Jan 02, 2024
SELL
$33.07 - $38.07 $61,940 - $71,305
-1,873 Reduced 0.47%
397,339 $14.5 Billion
Q3 2022

Jan 02, 2024
BUY
$32.13 - $37.78 $98,510 - $115,833
3,066 Added 0.77%
399,212 $12.8 Billion
Q2 2022

Jan 02, 2024
BUY
$34.6 - $39.18 $175,802 - $199,073
5,081 Added 1.3%
396,146 $14 Billion
Q1 2022

Jan 02, 2024
BUY
$35.1 - $37.75 $330,571 - $355,529
9,418 Added 2.47%
391,065 $14.6 Billion
Q4 2021

Jan 02, 2024
BUY
$32.91 - $35.56 $51,142 - $55,260
1,554 Added 0.41%
381,647 $13.6 Billion
Q3 2021

Jan 02, 2024
BUY
$32.62 - $34.39 $996,345 - $1.05 Million
30,544 Added 8.74%
380,093 $12.5 Billion
Q2 2021

Jan 02, 2024
BUY
$32.86 - $35.14 $2.53 Million - $2.7 Million
76,952 Added 28.23%
349,549 $11.6 Billion
Q1 2021

Jan 02, 2024
BUY
$29.2 - $32.92 $1.53 Million - $1.72 Million
52,283 Added 23.73%
272,597 $8.92 Billion
Q4 2020

Jan 02, 2024
BUY
$25.5 - $30.51 $5.62 Million - $6.72 Million
220,314 New
220,314 $6.52 Billion

Others Institutions Holding FDL

# of Institutions
442
Shares Held
69.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
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