Gds Wealth Management First Tr Morningstar Dividend Transaction History

Gds Wealth Management

$1.16 Billion
Q1 2025

A detailed history of Gds Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Gds Wealth Management holds 90,932 shares of FDL stock, worth $3.82 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

90,932

Previous 64,263 41.5%

Holding current value

$3.82 Million

Previous $2.59 Million 52.69%

% of portfolio

0.34%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$39.69 - $43.83 $1.06 Million - $1.17 Million	26,669 Added 41.5%	90,932 $3.95 Million
Q4 2024 Jan 24, 2025	SELL	$39.59 - $43.95 $95,293 - $105,787	-2,407 Reduced 3.61%	64,263 $2.59 Million
Q3 2024 Nov 04, 2024	SELL	$37.66 - $42.06 $123,675 - $138,125	-3,284 Reduced 4.69%	66,670 $2.8 Million
Q2 2024 Aug 09, 2024	SELL	$36.38 - $39.01 $367,838 - $394,430	-10,111 Reduced 12.63%	69,954 $2.65 Million
Q1 2024 Apr 24, 2024	SELL	$35.29 - $38.48 $936,243 - $1.02 Million	-26,530 Reduced 24.89%	80,065 $3.08 Million
Q4 2023 Feb 06, 2024	SELL	$31.58 - $36.4 $771,909 - $889,725	-24,443 Reduced 18.65%	106,595 $3.82 Million
Q3 2023 Oct 19, 2023	SELL	$33.36 - $35.96 $672,570 - $724,989	-20,161 Reduced 13.33%	131,038 $4.38 Million
Q2 2023 Jul 27, 2023	SELL	$33.19 - $36.38 $718,530 - $787,590	-21,649 Reduced 12.52%	151,199 $5.14 Million
Q1 2023 May 10, 2023	SELL	$33.91 - $38.26 $4.51 Million - $5.09 Million	-132,929 Reduced 43.47%	172,848 $6.14 Million
Q4 2022 Jan 26, 2023	SELL	$33.07 - $38.07 $3.37 Million - $3.88 Million	-101,919 Reduced 25.0%	305,777 $0
Q3 2022 Oct 20, 2022	BUY	$32.13 - $37.78 $13.1 Million - $15.4 Million	407,696 New	407,696 $13.1 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 Gds Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Gds Wealth Management with notifications on news.

Account

Gds Wealth Management First Tr Morningstar Dividend Transaction History