Bennett Associates Wealth Management First Tr Morningstar Dividend Transaction History

Bennett Associates Wealth Management

  • $138 Billion
  • Q3 2025

A detailed history of Bennett Associates Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bennett Associates Wealth Management holds 177,617 shares of FDL stock, worth $7.75 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
177,617
Previous 125,234 41.83%
Holding current value
$7.75 Million
Previous $5.24 Billion 47.04%
% of portfolio
5.6%
Previous 4.03%

Shares

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

Oct 15, 2025
BUY
$41.96 - $44.59 $2.2 Million - $2.34 Million
52,383 Added 41.83%
177,617 $7.71 Billion
Q2 2025

Jul 22, 2025
BUY
$38.19 - $43.19 $1.14 Million - $1.29 Million
29,777 Added 31.19%
125,234 $5.24 Billion
Q1 2025

Apr 09, 2025
SELL
$39.69 - $43.83 $8,573 - $9,467
-216 Reduced 0.23%
95,457 $4.15 Billion
Q4 2024

Jan 14, 2025
BUY
$39.59 - $43.95 $182,153 - $202,213
4,601 Added 5.05%
95,673 $3.85 Billion
Q3 2024

Nov 07, 2024
BUY
$37.66 - $42.06 $52,121 - $58,211
1,384 Added 1.54%
91,072 $3.82 Billion
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $57,771 - $61,947
-1,588 Reduced 1.74%
89,688 $3.4 Billion
Q1 2024

Apr 22, 2024
BUY
$35.29 - $38.48 $239,689 - $261,356
6,792 Added 8.04%
91,276 $3.51 Billion
Q4 2023

Feb 14, 2024
BUY
$31.58 - $36.4 $2.67 Million - $3.08 Million
84,484 New
84,484 $3.03 Billion

Others Institutions Holding FDL

# of Institutions
484
Shares Held
86.4M
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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