Founders Grove Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Founders Grove Wealth Partners, LLC

  • $399 Billion
  • Q2 2025

A detailed history of Founders Grove Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 76,434 shares of FDL stock, worth $3.29 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
76,434
Previous 77,337 1.17%
Holding current value
$3.29 Million
Previous $3.36 Billion 4.74%
% of portfolio
0.8%
Previous 0.94%

Shares

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

Jul 28, 2025
SELL
$38.19 - $43.19 $34,485 - $39,000
-903 Reduced 1.17%
76,434 $3.2 Billion
Q1 2025

Apr 16, 2025
SELL
$39.69 - $43.83 $26,751 - $29,541
-674 Reduced 0.86%
77,337 $3.36 Billion
Q4 2024

Jan 14, 2025
BUY
$39.59 - $43.95 $3.09 Million - $3.43 Million
78,011 New
78,011 $3.14 Billion

Others Institutions Holding FDL

# of Institutions
480
Shares Held
78.4M
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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