Avidian Wealth Solutions, LLC First Tr Morningstar Dividend Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 51,203 shares of FDL stock, worth $2.22 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

51,203

Previous 51,074 0.25%

Holding current value

$2.22 Million

Previous $2.14 Million 3.78%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$39.59 - $43.95 $5,107 - $5,669	129 Added 0.25%	51,203 $2.06 Million
Q3 2024 Oct 30, 2024	SELL	$37.66 - $42.06 $58,636 - $65,487	-1,557 Reduced 2.96%	51,074 $2.14 Million
Q2 2024 Aug 06, 2024	SELL	$36.38 - $39.01 $109,431 - $117,342	-3,008 Reduced 5.41%	52,631 $2 Million
Q1 2024 May 03, 2024	BUY	$35.29 - $38.48 $52,652 - $57,412	1,492 Added 2.76%	55,639 $2.14 Million
Q4 2023 Feb 06, 2024	BUY	$31.58 - $36.4 $94,329 - $108,726	2,987 Added 5.84%	54,147 $1.94 Million
Q3 2023 Oct 13, 2023	BUY	$33.36 - $35.96 $28,222 - $30,422	846 Added 1.68%	51,160 $1.71 Million
Q2 2023 Aug 03, 2023	BUY	$33.19 - $36.38 $128,047 - $140,354	3,858 Added 8.3%	50,314 $1.71 Million
Q1 2023 May 08, 2023	SELL	$33.91 - $38.26 $294,508 - $332,288	-8,685 Reduced 15.75%	46,456 $1.65 Million
Q4 2022 Feb 06, 2023	BUY	$33.07 - $38.07 $1.82 Million - $2.1 Million	55,141 New	55,141 $2.02 Million

Others Institutions Holding FDL

# of Institutions

426

Shares Held

68.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Avidian Wealth Solutions, LLC First Tr Morningstar Dividend Transaction History