Institutional shares held 83.1 Million
0 calls
0 puts
Total value of holdings $3.55B
$0 calls
$0 puts
# of Institutions 487


Latest Institutional Activity in FDL

Top Purchases

Q3 2025
Sowell Financial Services LLC Shares Held: 194K ($8.31M)
Q3 2025
Goldstone Financial Group, LLC Shares Held: 285K ($12.2M)
Q3 2025
Bennett Associates Wealth Management Shares Held: 178K ($7.59M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 69K ($2.95M)
Q3 2025
Manchester Financial Inc Shares Held: 302K ($12.9M)

Top Sells

Q3 2025
Ergawealth Advisors, Inc. Shares Held: 5.83K ($249K)
Q3 2025
Rfg Bristol Wealth Advisors, LLC Shares Held: 47.1K ($2.01M)
Q3 2025
Core Cap Advisors, LLC Shares Held: 21.8K ($934K)
Q3 2025
Beacon Financial Group Shares Held: 494K ($21.1M)
Q3 2025
Fortitude Financial, LLC Shares Held: 18.1K ($774K)

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