Twin City Private Wealth, LLC First Tr Morningstar Dividend Transaction History

Twin City Private Wealth, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Twin City Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin City Private Wealth, LLC holds 6,136 shares of FDL stock, worth $261,761. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,136
Previous 6,099 0.61%
Holding current value
$261,761
Previous $265 Million 3.02%
% of portfolio
0.21%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$38.19 - $43.19 $1,413 - $1,598
37 Added 0.61%
6,136 $257 Million
Q1 2025

May 09, 2025
BUY
$39.69 - $43.83 $5,080 - $5,610
128 Added 2.14%
6,099 $265 Million
Q4 2024

Feb 11, 2025
SELL
$39.59 - $43.95 $9,105 - $10,108
-230 Reduced 3.71%
5,971 $240 Million
Q3 2024

Nov 14, 2024
SELL
$37.66 - $42.06 $10,883 - $12,155
-289 Reduced 4.45%
6,201 $260 Million
Q2 2024

Aug 14, 2024
SELL
$36.38 - $39.01 $20,336 - $21,806
-559 Reduced 7.93%
6,490 $246 Million
Q1 2024

May 14, 2024
BUY
$35.29 - $38.48 $248,759 - $271,245
7,049 New
7,049 $271 Million

Others Institutions Holding FDL

# of Institutions
483
Shares Held
77.9M
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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