A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 111,602 shares of FDL stock, worth $4.52 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
111,602
Previous 116,603 4.29%
Holding current value
$4.52 Million
Previous $4.42 Million 5.86%
% of portfolio
2.41%
Previous 2.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$37.66 - $42.06 $188,337 - $210,342
-5,001 Reduced 4.29%
111,602 $4.68 Million
Q2 2024

Aug 07, 2024

BUY
$36.38 - $39.01 $6,948 - $7,450
191 Added 0.16%
116,603 $4.42 Million
Q1 2024

Apr 23, 2024

BUY
$35.29 - $38.48 $110,069 - $120,019
3,119 Added 2.75%
116,412 $4.48 Million
Q4 2023

Jan 31, 2024

BUY
$31.58 - $36.4 $3.58 Million - $4.12 Million
113,293 New
113,293 $4.07 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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