Goldstone Financial Group, LLC First Tr Morningstar Dividend Transaction History

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025

A detailed history of Goldstone Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 221,279 shares of FDL stock, worth $9.46 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
221,279
Previous 164,988 34.12%
Holding current value
$9.46 Million
Previous $7.17 Billion 33.38%
% of portfolio
1.26%
Previous 1.08%

Shares

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

Jul 08, 2025
BUY
$38.19 - $43.19 $2.15 Million - $2.43 Million
56,291 Added 34.12%
221,279 $9.56 Billion
Q1 2025

Apr 16, 2025
BUY
$39.69 - $43.83 $6.55 Million - $7.23 Million
164,988 New
164,988 $7.17 Billion

Others Institutions Holding FDL

# of Institutions
473
Shares Held
78.4M
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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