Gateway Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Gateway Wealth Partners, LLC

  • $527 Billion
  • Q2 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 66,736 shares of FDL stock, worth $2.93 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
66,736
Previous 45,760 45.84%
Holding current value
$2.93 Million
Previous $1.99 Billion 40.57%
% of portfolio
0.53%
Previous 0.45%

Shares

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

Aug 13, 2025
BUY
$38.19 - $43.19 $801,073 - $905,953
20,976 Added 45.84%
66,736 $2.79 Billion
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
484
Shares Held
82.7M
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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