Foundations Investment Advisors, LLC First Tr Morningstar Dividend Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 15,083 shares of FDL stock, worth $630,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,083

Previous 70,749 78.68%

Holding current value

$630,318

Previous $2.85 Million 77.0%

% of portfolio

0.01%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$39.69 - $43.83 $2.21 Million - $2.44 Million	-55,666 Reduced 78.68%	15,083 $655,000
Q4 2024 Jan 22, 2025	SELL	$39.59 - $43.95 $44,499 - $49,399	-1,124 Reduced 1.56%	70,749 $2.85 Million
Q3 2024 Oct 21, 2024	SELL	$37.66 - $42.06 $21,202 - $23,679	-563 Reduced 0.78%	71,873 $3.02 Million
Q2 2024 Aug 02, 2024	SELL	$36.38 - $39.01 $37,362 - $40,063	-1,027 Reduced 1.4%	72,436 $2.75 Million
Q1 2024 May 13, 2024	BUY	$35.29 - $38.48 $37,830 - $41,250	1,072 Added 1.48%	73,463 $2.83 Million
Q4 2023 Feb 08, 2024	SELL	$31.58 - $36.4 $51,285 - $59,113	-1,624 Reduced 2.19%	72,391 $2.6 Million
Q3 2023 Oct 05, 2023	SELL	$33.36 - $35.96 $101,014 - $108,886	-3,028 Reduced 3.93%	74,015 $2.48 Million
Q2 2023 Jul 19, 2023	SELL	$33.19 - $36.38 $1.79 Million - $1.96 Million	-53,963 Reduced 41.19%	77,043 $2.62 Million
Q1 2023 Apr 25, 2023	SELL	$33.91 - $38.26 $70,939 - $80,039	-2,092 Reduced 1.57%	131,006 $4.65 Million
Q4 2022 Jan 11, 2023	BUY	$33.07 - $38.07 $2.73 Million - $3.14 Million	82,473 Added 162.91%	133,098 $0
Q3 2022 Oct 19, 2022	BUY	$32.13 - $37.78 $1.63 Million - $1.91 Million	50,625 New	50,625 $1.63 Million

Others Institutions Holding FDL

# of Institutions

471

Shares Held

78.7M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Foundations Investment Advisors, LLC First Tr Morningstar Dividend Transaction History