Gateway Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Gateway Wealth Partners, LLC

$279 Billion
Q1 2024

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 44,351 shares of FDL stock, worth $1.68 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

44,351

Previous 46,505 4.63%

Holding current value

$1.68 Million

Previous $1.67 Billion 2.28%

% of portfolio

0.61%

Previous 0.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$35.65 - $38.07 $948,396 - $1.01 Million	26,603 New	26,603 $973 Million

Others Institutions Holding FDL

# of Institutions

376

Shares Held

57.9M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Gateway Wealth Partners, LLC First Tr Morningstar Dividend Transaction History