Sowell Financial Services LLC First Tr Morningstar Dividend Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,608 shares of FDL stock, worth $550,087. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,608
Previous 194,378 93.51%
Holding current value
$550,087
Previous $8.44 Million 93.48%
% of portfolio
0.02%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$42.27 - $43.9 $7.68 Million - $7.98 Million
-181,770 Reduced 93.51%
12,608 $550,000
Q3 2025

Oct 17, 2025
BUY
$41.96 - $44.59 $7.93 Million - $8.42 Million
188,873 Added 3430.94%
194,378 $8.44 Million
Q2 2025

Jul 11, 2025
BUY
$38.19 - $43.19 $1,985 - $2,245
52 Added 0.95%
5,505 $230,000
Q1 2025

Apr 17, 2025
BUY
$39.69 - $43.83 $216,429 - $239,004
5,453 New
5,453 $236,000
Q3 2022

Nov 15, 2022
BUY
$32.13 - $37.78 $391,343 - $460,160
12,180 New
12,180 $391,000
Q2 2021

Aug 05, 2021
SELL
$32.86 - $35.14 $87,933 - $94,034
-2,676 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$29.2 - $32.92 $350 - $395
12 Added 0.45%
2,676 $93,000
Q4 2020

Jan 13, 2021
BUY
$25.5 - $30.51 $63,928 - $76,488
2,507 Added 1596.82%
2,664 $79,000
Q3 2020

Nov 12, 2020
BUY
$24.81 - $27.46 $49 - $54
2 Added 1.29%
157 $4,000
Q2 2020

Aug 13, 2020
SELL
$21.3 - $29.06 $74,954 - $102,262
-3,519 Reduced 95.78%
155 $4,000
Q1 2020

May 12, 2020
BUY
$19.15 - $32.68 $766 - $1,307
40 Added 1.1%
3,674 $82,000
Q4 2019

Feb 07, 2020
BUY
$29.94 - $32.68 $1,347 - $1,470
45 Added 1.25%
3,634 $118,000
Q3 2019

Nov 14, 2019
BUY
$29.15 - $31.57 $104,619 - $113,304
3,589 New
3,589 $111,000

Others Institutions Holding FDL

# of Institutions
476
Shares Held
86M
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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