Horst & Graben Wealth Management LLC First Tr Morningstar Dividend Transaction History

Horst & Graben Wealth Management LLC

$526 Million
Q1 2025

A detailed history of Horst & Graben Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 5,519 shares of FDL stock, worth $232,681. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,519

Previous 5,478 0.75%

Holding current value

$232,681

Previous $220,000 8.64%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$39.69 - $43.83 $1,627 - $1,797	41 Added 0.75%	5,519 $239,000
Q4 2024 Jan 24, 2025	BUY	$39.59 - $43.95 $1,346 - $1,494	34 Added 0.62%	5,478 $220,000
Q3 2024 Oct 21, 2024	BUY	$37.66 - $42.06 $1,694 - $1,892	45 Added 0.83%	5,444 $228,000
Q2 2024 Jul 23, 2024	BUY	$36.38 - $39.01 $1,091 - $1,170	30 Added 0.56%	5,399 $204,000
Q1 2024 Apr 22, 2024	BUY	$35.29 - $38.48 $189,472 - $206,599	5,369 New	5,369 $206,000
Q2 2023 Jul 25, 2023	BUY	$33.19 - $36.38 $36,542 - $40,054	1,101 Added 17.33%	7,453 $253,000
Q1 2023 Apr 28, 2023	BUY	$33.91 - $38.26 $215,396 - $243,027	6,352 New	6,352 $225,000

Others Institutions Holding FDL

# of Institutions

471

Shares Held

78.7M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Industry ETFs

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Horst & Graben Wealth Management LLC First Tr Morningstar Dividend Transaction History