Connecticut Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 17,000 shares of FDL stock, worth $741,710. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,000
Previous 17,000 -0.0%
Holding current value
$741,710
Previous $711,000 3.66%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 24, 2022
SELL
$32.91 - $35.56 $98,729 - $106,680
-3,000 Reduced 15.0%
17,000 $605,000
Q2 2021

Jul 29, 2021
BUY
$32.86 - $35.14 $657,200 - $702,800
20,000 New
20,000 $664,000
Q1 2021

Apr 29, 2021
SELL
$29.2 - $32.92 $584,000 - $658,400
-20,000 Closed
0 $0
Q3 2019

Oct 24, 2019
BUY
$29.15 - $31.57 $291,500 - $315,700
10,000 Added 100.0%
20,000 $621,000
Q2 2019

Jul 29, 2019
BUY
$28.96 - $30.64 $289,600 - $306,400
10,000 New
10,000 $306,000

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
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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