Cx Institutional First Tr Morningstar Dividend Transaction History

Cx Institutional

$3.29 Billion
Q3 2025

A detailed history of Cx Institutional transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cx Institutional holds 910 shares of FDL stock, worth $38,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares

910

Holding current value

$38,911

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$41.96 - $44.59 $38,183 - $40,576	910 New	910 $39,000

Others Institutions Holding FDL

# of Institutions

488

Shares Held

82.8M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$507 Million
0.18% of portfolio
Morgan Stanley New York, NY

7.84M
Shares

$335 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.23M
Shares

$181 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$167 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.07M
Shares

$131 Million
0.03% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
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