Hm Payson & CO First Tr Morningstar Dividend Transaction History

Hm Payson & CO

$6.76 Billion
Q3 2025

A detailed history of Hm Payson & CO transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Hm Payson & CO holds 3,000 shares of FDL stock, worth $128,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,000

Holding current value

$128,880

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$41.96 - $44.59 $125,880 - $133,770	3,000 New	3,000 $130,000

Others Institutions Holding FDL

# of Institutions

487

Shares Held

81.8M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$509 Million
0.18% of portfolio
Morgan Stanley New York, NY

7.84M
Shares

$337 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.23M
Shares

$182 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$168 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.07M
Shares

$132 Million
0.03% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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