Triumph Capital Management First Tr Morningstar Dividend Transaction History

Triumph Capital Management

$361 Million
Q3 2025

A detailed history of Triumph Capital Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Triumph Capital Management holds 150,491 shares of FDL stock, worth $6.57 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

150,491

Previous 47,799 214.84%

Holding current value

$6.57 Million

Previous $2 Million 226.44%

% of portfolio

1.81%

Previous 0.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.96 - $44.59 $4.31 Million - $4.58 Million	102,692 Added 214.84%	150,491 $6.53 Million
Q2 2025 Jul 09, 2025	SELL	$38.19 - $43.19 $371,665 - $420,325	-9,732 Reduced 16.92%	47,799 $2 Million
Q1 2025 May 06, 2025	BUY	$39.69 - $43.83 $1.29 Million - $1.43 Million	32,531 Added 130.12%	57,531 $2.5 Million
Q4 2024 Feb 14, 2025	BUY	$39.59 - $43.95 $989,750 - $1.1 Million	25,000 New	25,000 $1.01 Million

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.

Account

Triumph Capital Management First Tr Morningstar Dividend Transaction History