Creative One Wealth, LLC First Tr Morningstar Dividend Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

A detailed history of Creative One Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Creative One Wealth, LLC holds 15,598 shares of FDL stock, worth $674,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,598
Previous 17,810 12.42%
Holding current value
$674,145
Previous $773,000 15.52%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$38.19 - $43.19 $84,476 - $95,536
-2,212 Reduced 12.42%
15,598 $653,000
Q1 2025

May 14, 2025
BUY
$39.69 - $43.83 $1,349 - $1,490
34 Added 0.19%
17,810 $773,000
Q4 2024

Feb 13, 2025
SELL
$39.59 - $43.95 $179,501 - $199,269
-4,534 Reduced 20.32%
17,776 $715,000
Q3 2024

Nov 13, 2024
BUY
$37.66 - $42.06 $218,051 - $243,527
5,790 Added 35.05%
22,310 $935,000
Q2 2024

Aug 14, 2024
SELL
$36.38 - $39.01 $503,135 - $539,508
-13,830 Reduced 45.57%
16,520 $627,000
Q1 2024

May 14, 2024
BUY
$35.29 - $38.48 $1.07 Million - $1.17 Million
30,350 New
30,350 $1.17 Million
Q2 2023

Aug 16, 2023
BUY
$33.19 - $36.38 $11,417 - $12,514
344 Added 1.93%
18,173 $618,000
Q2 2023

Aug 14, 2023
BUY
$33.19 - $36.38 $9,094 - $9,968
274 Added 1.56%
17,829 $606,000
Q1 2023

May 15, 2023
BUY
$33.91 - $38.26 $218,482 - $246,509
6,443 Added 57.98%
17,555 $623,000
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $42,528 - $48,958
1,286 Added 13.09%
11,112 $406,000
Q3 2022

Nov 14, 2022
BUY
$32.13 - $37.78 $43,150 - $50,738
1,343 Added 15.83%
9,826 $316,000
Q2 2022

Aug 12, 2022
BUY
$34.6 - $39.18 $64,667 - $73,227
1,869 Added 28.26%
8,483 $299,000
Q1 2022

May 13, 2022
BUY
$35.1 - $37.75 $232,151 - $249,678
6,614 New
6,614 $248,000

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
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