Kovitz Investment Group Partners, LLC First Tr Morningstar Dividend Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 10,631 shares of FDL stock, worth $463,830. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,631
Previous 10,618 0.12%
Holding current value
$463,830
Previous $444,000 3.83%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$41.96 - $44.59 $545 - $579
13 Added 0.12%
10,631 $461,000
Q2 2025

Aug 14, 2025
SELL
$38.19 - $43.19 $128,776 - $145,636
-3,372 Reduced 24.1%
10,618 $444,000
Q1 2025

May 13, 2025
BUY
$39.69 - $43.83 $396 - $438
10 Added 0.07%
13,990 $607,000
Q4 2024

Aug 25, 2025
BUY
$39.59 - $43.95 $142,999 - $158,747
3,612 Added 34.02%
14,230 $572,000
Q4 2024

Feb 14, 2025
BUY
$39.59 - $43.95 $18,765 - $20,832
474 Added 3.51%
13,980 $562,000
Q3 2024

Nov 14, 2024
BUY
$37.66 - $42.06 $508,635 - $568,062
13,506 New
13,506 $566,000

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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