Sage Oak Financial, LLC First Tr Morningstar Dividend Transaction History

Sage Oak Financial, LLC

  • $136 Billion
  • Q3 2025

A detailed history of Sage Oak Financial, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sage Oak Financial, LLC holds 5,275 shares of FDL stock, worth $230,148. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,275
Previous 5,344 1.29%
Holding current value
$230,148
Previous $224 Million 2.34%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 28, 2025
SELL
$41.96 - $44.59 $2,895 - $3,076
-69 Reduced 1.29%
5,275 $229 Million
Q2 2025

Aug 08, 2025
SELL
$38.19 - $43.19 $196,716 - $222,471
-5,151 Reduced 49.08%
5,344 $224 Million
Q1 2025

May 02, 2025
SELL
$39.69 - $43.83 $512,834 - $566,327
-12,921 Reduced 55.18%
10,495 $456 Million
Q4 2024

Feb 10, 2025
BUY
$39.59 - $43.95 $927,039 - $1.03 Million
23,416 New
23,416 $943 Million

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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