A detailed history of Claris Financial LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Claris Financial LLC holds 5,970 shares of FDL stock, worth $255,098. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,970
Previous 5,970 -0.0%
Holding current value
$255,098
Previous $240 Million 99.89%
% of portfolio
0.18%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jun 16, 2025

BUY
$39.59 - $43.95 $236,352 - $262,381
5,970 New
5,970 $240 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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