Institutional shares held 82.8 Million
0 calls
0 puts
Total value of holdings $3.58B
$0 calls
$0 puts
# of Institutions 486


Latest Institutional Activity in FDL

Top Purchases

Q3 2025
Hobart Private Capital, LLC Shares Held: 278K ($12M)
Q3 2025
Natural Investments, LLC Shares Held: 12.5K ($540K)
Q3 2025
Investors Research Corp Shares Held: 129K ($5.57M)
Q3 2025
Genesis Private Wealth, LLC Shares Held: 110K ($4.77M)
Q3 2025
Ewg Elevate Inc. Shares Held: 149K ($6.45M)

Top Sells

Q3 2025
Beacon Financial Group Shares Held: 494K ($21.4M)
Q3 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 1.23K ($53.1K)
Q3 2025
Accel Wealth Management Shares Held: 13.3K ($574K)
Q3 2025
Rda Financial Network Shares Held: 6.9K ($298K)
Q3 2025
Summit Financial Wealth Advisors, LLC Shares Held: 229K ($9.92M)

About FDL

Track Institutional and Insider Activities on FDL

Follow FIRST TR MORNINGSTAR DIVIDEND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FDL shares.

Notify only if

Insider Trading

Get notified when an First Tr Morningstar Dividend insider buys or sells FDL shares.

Notify only if

News

Receive news related to FIRST TR MORNINGSTAR DIVIDEND

Track Activities on FDL