A detailed history of Lloyd Advisory Services, Llc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 42,157 shares of FDL stock, worth $1.69 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
42,157
Holding current value
$1.69 Million
% of portfolio
1.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025

BUY
$39.69 - $43.83 $1.67 Million - $1.85 Million
42,157 New
42,157 $1.8 Million
Q1 2024

Apr 12, 2024

BUY
$35.29 - $38.48 $9.69 Million - $10.6 Million
274,632 New
274,632 $10.6 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Lloyd Advisory Services, Llc. Portfolio

Follow Lloyd Advisory Services, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.