Triumph Capital Management First Tr Morningstar Dividend Transaction History

Triumph Capital Management

$325 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 2.01% of its overall portfolio holdings.

Number of Shares

150,491

Previous 150,491 -0.0%

Holding current value

$6.57 Million

Previous $6.53 Million -0.0%

% of portfolio

2.01%

Previous 1.81%

5 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 Dec 23, 2025	SELL	$38.19 - $43.19 $3.92 Million - $4.44 Million	-102,692 Reduced 68.24%	47,799 $2 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

481

Shares Held

86.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Triumph Capital Management First Tr Morningstar Dividend Transaction History