Basepoint Wealth LLC First Tr Morningstar Dividend Transaction History

Basepoint Wealth LLC

  • $120 Billion
  • Q1 2023

A detailed history of Basepoint Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Basepoint Wealth LLC holds 16,027 shares of FDL stock, worth $692,686. This represents 0.47% of its overall portfolio holdings.

Number of Shares
16,027
Previous 16,022 0.03%
Holding current value
$692,686
Previous $586 Million 2.87%
% of portfolio
0.47%
Previous 0.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Oct 10, 2025
BUY
$33.91 - $38.26 $169 - $191
5 Added 0.03%
16,027 $569 Million
Q4 2022

Oct 08, 2025
BUY
$33.07 - $38.07 $198 - $228
6 Added 0.04%
16,022 $586 Million
Q3 2022

Oct 08, 2025
BUY
$32.13 - $37.78 $257 - $302
8 Added 0.05%
16,016 $515 Million
Q2 2022

Oct 08, 2025
BUY
$34.6 - $39.18 $138 - $156
4 Added 0.02%
16,008 $564 Million
Q1 2022

Oct 08, 2025
BUY
$35.1 - $37.75 $140 - $151
4 Added 0.03%
16,004 $599 Million
Q4 2021

Oct 08, 2025
BUY
$32.91 - $35.56 $526,560 - $568,960
16,000 New
16,000 $569 Million

Others Institutions Holding FDL

# of Institutions
486
Shares Held
82.8M
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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