Kowal Investment Group, LLC First Tr Morningstar Dividend Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kowal Investment Group, LLC holds 848,683 shares of FDL stock, worth $36.3 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares
848,683
Previous 857,616 1.04%
Holding current value
$36.3 Million
Previous $32.5 Million 9.45%
% of portfolio
6.62%
Previous 6.54%

Shares

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

Oct 16, 2024
SELL
$37.66 - $42.06 $336,416 - $375,721
-8,933 Reduced 1.04%
848,683 $35.6 Million
Q2 2024

Aug 13, 2024
SELL
$36.38 - $39.01 $7.93 Million - $8.5 Million
-217,941 Reduced 20.26%
857,616 $32.5 Million
Q1 2024

Apr 18, 2024
SELL
$35.29 - $38.48 $9,916 - $10,812
-281 Reduced 0.03%
1,075,557 $41.4 Million
Q4 2023

Jan 22, 2024
SELL
$31.58 - $36.4 $137,909 - $158,958
-4,367 Reduced 0.4%
1,075,838 $38.6 Million
Q3 2023

Oct 25, 2023
BUY
$33.36 - $35.96 $1.91 Million - $2.06 Million
57,179 Added 5.59%
1,080,205 $36.1 Million
Q2 2023

Jul 18, 2023
BUY
$33.19 - $36.38 $3.99 Million - $4.38 Million
120,342 Added 13.33%
1,023,026 $34.8 Million
Q1 2023

Apr 21, 2023
BUY
$33.91 - $38.26 $9.23 Million - $10.4 Million
272,193 Added 43.17%
902,684 $32 Million
Q4 2022

Jan 25, 2023
BUY
$33.07 - $38.07 $17 Million - $19.6 Million
513,607 Added 439.42%
630,491 $0
Q3 2022

Nov 09, 2022
BUY
$32.13 - $37.78 $3.39 Million - $3.99 Million
105,541 Added 930.45%
116,884 $3.76 Million
Q2 2022

Aug 15, 2022
BUY
$34.6 - $39.18 $392,467 - $444,418
11,343 New
11,343 $400,000
Q4 2021

Feb 11, 2022
SELL
$32.91 - $35.56 $103,995 - $112,369
-3,160 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$32.62 - $34.39 $103,079 - $108,672
3,160 New
3,160 $104,000

Others Institutions Holding FDL

# of Institutions
431
Shares Held
68.4M
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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