Gateway Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Gateway Wealth Partners, LLC

$445 Billion
Q1 2025

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 45,760 shares of FDL stock, worth $1.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

45,760

Previous 39,053 17.17%

Holding current value

$1.91 Million

Previous $1.57 Billion 26.43%

% of portfolio

0.45%

Previous 0.41%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$39.69 - $43.83 $266,200 - $293,967	6,707 Added 17.17%	45,760 $1.99 Billion
Q4 2024 Jan 22, 2025	BUY	$39.59 - $43.95 $109,703 - $121,785	2,771 Added 7.64%	39,053 $1.57 Billion
Q3 2024 Oct 24, 2024	BUY	$37.66 - $42.06 $119,156 - $133,077	3,164 Added 9.55%	36,282 $1.52 Billion
Q2 2024 Aug 16, 2024	SELL	$36.38 - $39.01 $408,656 - $438,199	-11,233 Reduced 25.33%	33,118 $1.26 Billion
Q1 2024 May 14, 2024	SELL	$35.29 - $38.48 $76,014 - $82,885	-2,154 Reduced 4.63%	44,351 $1.71 Billion
Q4 2023 Feb 13, 2024	BUY	$31.58 - $36.4 $305,568 - $352,206	9,676 Added 26.27%	46,505 $1.67 Billion
Q3 2023 Nov 14, 2023	BUY	$33.36 - $35.96 $260,041 - $280,308	7,795 Added 26.85%	36,829 $1.23 Billion
Q2 2023 Aug 14, 2023	BUY	$33.19 - $36.38 $51,643 - $56,607	1,556 Added 5.66%	29,034 $987 Million
Q1 2023 May 10, 2023	BUY	$33.91 - $38.26 $29,671 - $33,477	875 Added 3.29%	27,478 $975 Million
Q4 2022 Feb 15, 2023	BUY	$33.07 - $38.07 $879,761 - $1.01 Million	26,603 New	26,603 $973 Million

Others Institutions Holding FDL

# of Institutions

470

Shares Held

78.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC First Tr Morningstar Dividend Transaction History