Bcs Wealth Management First Tr Morningstar Dividend Transaction History

Bcs Wealth Management

$389 Million
Q1 2025

A detailed history of Bcs Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bcs Wealth Management holds 5,387 shares of FDL stock, worth $215,803. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,387

Previous 5,501 2.07%

Holding current value

$215,803

Previous $221,000 5.88%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$39.69 - $43.83 $4,524 - $4,996	-114 Reduced 2.07%	5,387 $234,000
Q4 2024 Jan 13, 2025	BUY	$39.59 - $43.95 $217,784 - $241,768	5,501 New	5,501 $221,000
Q1 2024 Apr 10, 2024	SELL	$35.29 - $38.48 $2,505 - $2,732	-71 Reduced 0.86%	8,180 $315,000
Q4 2023 Jan 11, 2024	BUY	$31.58 - $36.4 $40,422 - $46,592	1,280 Added 18.36%	8,251 $296,000
Q3 2023 Oct 12, 2023	BUY	$33.36 - $35.96 $232,552 - $250,677	6,971 New	6,971 $233,000
Q2 2021 Jul 21, 2021	SELL	$32.86 - $35.14 $25,959 - $27,760	-790 Reduced 10.18%	6,971 $231,000
Q3 2020 Oct 23, 2020	BUY	$24.81 - $27.46 $192,550 - $213,117	7,761 New	7,761 $202,000
Q1 2020 Apr 10, 2020	SELL	$19.15 - $32.68 $148,623 - $253,629	-7,761 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$29.94 - $32.68 $232,364 - $253,629	7,761 New	7,761 $253,000

Others Institutions Holding FDL

# of Institutions

441

Shares Held

69.5M

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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Bcs Wealth Management First Tr Morningstar Dividend Transaction History