Cape Investment Advisory, Inc. First Tr Morningstar Dividend Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025

A detailed history of Cape Investment Advisory, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 898 shares of FDL stock, worth $39,179. This represents 0.04% of its overall portfolio holdings.

Number of Shares
898
Previous 898 -0.0%
Holding current value
$39,179
Previous $37.6 Million 3.68%
% of portfolio
0.04%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$36.38 - $39.01 $32,669 - $35,030
898 New
898 $34.1 Million

Others Institutions Holding FDL

# of Institutions
471
Shares Held
86.1M
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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