Ever Source Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,802 shares of FDL stock, worth $248,093. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,802
Holding current value
$248,093
% of portfolio
0.01%

Shares

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

Aug 13, 2025
BUY
$38.19 - $43.19 $221,578 - $250,588
5,802 New
5,802 $242,000
Q4 2024

Feb 07, 2025
BUY
$39.59 - $43.95 $0 - $0
0 New
0 $0
Q2 2024

Aug 13, 2024
BUY
$36.38 - $39.01 $21,064 - $22,586
579 New
579 $21,000
Q1 2024

Jun 11, 2024
BUY
$35.29 - $38.48 $0 - $0
0 New
0 $0

Others Institutions Holding FDL

# of Institutions
487
Shares Held
83.1M
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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