Aptus Capital Advisors, LLC First Tr Morningstar Dividend Transaction History

Aptus Capital Advisors, LLC

  • $8.9 Billion
  • Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 14,539 shares of FDL stock, worth $582,432. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,539
Previous 5,853 148.4%
Holding current value
$582,432
Previous $245,000 138.78%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$39.59 - $43.95 $343,878 - $381,749
8,686 Added 148.4%
14,539 $585,000
Q3 2024

Nov 05, 2024
BUY
$37.66 - $42.06 $9,415 - $10,515
250 Added 4.46%
5,853 $245,000
Q2 2024

Jul 31, 2024
BUY
$36.38 - $39.01 $203,837 - $218,573
5,603 New
5,603 $212,000
Q3 2023

Nov 08, 2023
BUY
$33.36 - $35.96 $500 - $539
15 Added 0.24%
6,286 $210,000
Q2 2023

Aug 11, 2023
SELL
$33.19 - $36.38 $103,420 - $113,360
-3,116 Reduced 33.19%
6,271 $213,000
Q1 2023

May 09, 2023
BUY
$33.91 - $38.26 $318,313 - $359,146
9,387 New
9,387 $333,000
Q3 2020

Oct 19, 2020
SELL
$24.81 - $27.46 $342,328 - $378,893
-13,798 Closed
0 $0
Q2 2020

Jul 22, 2020
SELL
$21.3 - $29.06 $304,803 - $415,848
-14,310 Reduced 50.91%
13,798 $349,000
Q1 2020

May 07, 2020
BUY
$19.15 - $32.68 $59,499 - $101,536
3,107 Added 12.43%
28,108 $627,000
Q4 2019

Feb 10, 2020
BUY
$29.94 - $32.68 $748,529 - $817,032
25,001 New
25,001 $814,000

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
  • Sector ETFs
  • Industry ETFs
More about FDL
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