Farther Finance Advisors, LLC First Tr Morningstar Dividend Transaction History

Farther Finance Advisors, LLC

$3.92 Trillion
Q1 2025

A detailed history of Farther Finance Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 35,242 shares of FDL stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

35,242

Previous 39,660 11.14%

Holding current value

$1.45 Million

Previous $1.6 Billion 4.74%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$39.69 - $43.83 $175,350 - $193,640	-4,418 Reduced 11.14%	35,242 $1.52 Billion
Q4 2024 Feb 07, 2025	BUY	$39.59 - $43.95 $723,982 - $803,713	18,287 Added 85.56%	39,660 $1.6 Billion
Q3 2024 Oct 28, 2024	BUY	$37.66 - $42.06 $767,247 - $856,888	20,373 Added 2037.3%	21,373 $897 Million
Q1 2024 May 13, 2024	SELL	$35.29 - $38.48 $352,900 - $384,799	-10,000 Reduced 90.91%	1,000 $38.4 Million
Q4 2023 Feb 14, 2024	SELL	$31.58 - $36.4 $315,800 - $364,000	-10,000 Reduced 90.91%	1,000 $35.9 Million
Q2 2023 May 13, 2024	SELL	$33.19 - $36.38 $215,734 - $236,470	-6,500 Reduced 37.14%	11,000 $374 Million
Q2 2023 Sep 12, 2023	SELL	$33.19 - $36.38 $215,734 - $236,470	-6,500 Reduced 37.14%	11,000 $374 Million
Q1 2023 May 13, 2024	BUY	$33.91 - $38.26 $559,515 - $631,290	16,500 Added 1650.0%	17,500 $621 Million
Q4 2022 Sep 11, 2023	BUY	$33.07 - $38.07 $578,725 - $666,225	17,500 New	17,500 $640 Million

Others Institutions Holding FDL

# of Institutions

454

Shares Held

70.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Farther Finance Advisors, LLC First Tr Morningstar Dividend Transaction History