Kingswood Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 21,477 shares of FDL stock, worth $883,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,477
Previous 11,371 88.88%
Holding current value
$883,563
Previous $458 Million 103.79%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$39.69 - $43.83 $401,107 - $442,945
10,106 Added 88.88%
21,477 $933 Million
Q4 2024

Jan 22, 2025
BUY
$39.59 - $43.95 $450,177 - $499,755
11,371 New
11,371 $458 Million

Others Institutions Holding FDL

# of Institutions
454
Shares Held
72.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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