Fsm Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 125,380 shares of FDL stock, worth $5.29 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
125,380
Holding current value
$5.29 Million
% of portfolio
0.87%

Shares

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

Jul 30, 2025
BUY
$38.19 - $43.19 $4.79 Million - $5.42 Million
125,380 New
125,380 $5.25 Million

Others Institutions Holding FDL

# of Institutions
484
Shares Held
79M
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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