Wisconsin Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Wisconsin Wealth Advisors, LLC

  • $105 Billion
  • Q3 2025

A detailed history of Wisconsin Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 97,251 shares of FDL stock, worth $4.27 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
97,251
Previous 97,807 0.57%
Holding current value
$4.27 Million
Previous $4.1 Billion 3.09%
% of portfolio
4.02%
Previous 4.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$41.96 - $44.59 $23,329 - $24,792
-556 Reduced 0.57%
97,251 $4.22 Billion
Q2 2025

Aug 12, 2025
BUY
$38.19 - $43.19 $171,243 - $193,663
4,484 Added 4.8%
97,807 $4.1 Billion
Q1 2025

Aug 12, 2025
BUY
$39.69 - $43.83 $112,759 - $124,521
2,841 Added 3.14%
93,323 $4.05 Billion
Q4 2024

Aug 12, 2025
BUY
$39.59 - $43.95 $3.58 Million - $3.98 Million
90,482 New
90,482 $3.64 Billion

Others Institutions Holding FDL

# of Institutions
485
Shares Held
82.7M
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
Track This Portfolio

Track Wisconsin Wealth Advisors, LLC Portfolio

Follow Wisconsin Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wisconsin Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wisconsin Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email