Fsm Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 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 122,279 shares of FDL stock, worth $5.34 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
122,279
Previous 125,380 2.47%
Holding current value
$5.34 Million
Previous $5.25 Million 1.12%
% of portfolio
0.77%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$41.96 - $44.59 $130,117 - $138,273
-3,101 Reduced 2.47%
122,279 $5.31 Million
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
86.4M
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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