Financial Advocates Investment Management First Tr Morningstar Dividend Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Financial Advocates Investment Management holds 22,884 shares of FDL stock, worth $925,886. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,884
Previous 6,830 235.05%
Holding current value
$925,886
Previous $259,000 270.27%
% of portfolio
0.05%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$37.66 - $42.06 $604,593 - $675,231
16,054 Added 235.05%
22,884 $959,000
Q2 2024

Jul 26, 2024
SELL
$36.38 - $39.01 $5.42 Million - $5.81 Million
-149,029 Reduced 95.62%
6,830 $259,000
Q1 2024

May 01, 2024
SELL
$35.29 - $38.48 $1.84 Million - $2.01 Million
-52,168 Reduced 25.08%
155,859 $6 Million
Q4 2023

Feb 08, 2024
SELL
$31.58 - $36.4 $70,897 - $81,718
-2,245 Reduced 1.07%
208,027 $7.46 Million
Q3 2023

Oct 27, 2023
BUY
$33.36 - $35.96 $618,260 - $666,446
18,533 Added 9.67%
210,272 $7.03 Million
Q2 2023

Aug 07, 2023
SELL
$33.19 - $36.38 $611,293 - $670,046
-18,418 Reduced 8.76%
191,739 $6.52 Million
Q1 2023

May 11, 2023
SELL
$33.91 - $38.26 $118,142 - $133,297
-3,484 Reduced 1.63%
210,157 $7.46 Million
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $7.07 Million - $8.13 Million
213,641 New
213,641 $7.81 Million
Q2 2021

Aug 03, 2021
SELL
$32.86 - $35.14 $277,601 - $296,862
-8,448 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$29.2 - $32.92 $27,652 - $31,175
947 Added 12.62%
8,448 $276,000
Q4 2020

Feb 12, 2021
SELL
$25.5 - $30.51 $56,584 - $67,701
-2,219 Reduced 22.83%
7,501 $222,000
Q3 2020

Nov 04, 2020
SELL
$24.81 - $27.46 $14,290 - $15,816
-576 Reduced 5.59%
9,720 $253,000
Q2 2020

Aug 14, 2020
BUY
$21.3 - $29.06 $8,903 - $12,147
418 Added 4.23%
10,296 $261,000
Q1 2020

Apr 29, 2020
SELL
$19.15 - $32.68 $40,789 - $69,608
-2,130 Reduced 17.74%
9,878 $221,000
Q4 2019

Feb 13, 2020
BUY
$29.94 - $32.68 $17,544 - $19,150
586 Added 5.13%
12,008 $391,000
Q3 2019

Nov 13, 2019
BUY
$29.15 - $31.57 $11,514 - $12,470
395 Added 3.58%
11,422 $355,000
Q2 2019

Aug 08, 2019
BUY
$28.96 - $30.64 $1,882 - $1,991
65 Added 0.59%
11,027 $338,000
Q1 2019

May 16, 2019
SELL
$27.03 - $30.26 $10,379 - $11,619
-384 Reduced 3.38%
10,962 $331,000
Q4 2018

Feb 14, 2019
BUY
$25.99 - $30.19 $11,851 - $13,766
456 Added 4.19%
11,346 $309,000
Q3 2018

Nov 14, 2018
SELL
$28.49 - $30.14 $44,273 - $46,837
-1,554 Reduced 12.49%
10,890 $0
Q2 2018

Aug 09, 2018
SELL
$27.65 - $29.13 $162,692 - $171,400
-5,884 Reduced 32.1%
12,444 $355,000
Q1 2018

May 11, 2018
SELL
$27.43 - $31.14 $611,058 - $693,705
-22,277 Reduced 54.86%
18,328 $517,000
Q4 2017

Feb 15, 2018
BUY
$28.72 - $30.44 $1.17 Million - $1.24 Million
40,605
40,605 $1.22 Million

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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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