Gentry Private Wealth, LLC First Tr Morningstar Dividend Transaction History

Gentry Private Wealth, LLC

  • $144 Billion
  • Q3 2025

A detailed history of Gentry Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 7,540 shares of FDL stock, worth $328,970. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,540
Previous 7,399 1.91%
Holding current value
$328,970
Previous $310 Million 5.65%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Nov 12, 2025
BUY
$41.96 - $44.59 $5,916 - $6,287
141 Added 1.91%
7,540 $327 Million
Q2 2025

Jul 23, 2025
BUY
$38.19 - $43.19 $282,567 - $319,562
7,399 New
7,399 $310 Million

Others Institutions Holding FDL

# of Institutions
481
Shares Held
86.3M
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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