Independent Wealth Network Inc. First Tr Morningstar Dividend Transaction History

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,892 shares of FDL stock, worth $209,181. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,892
Previous 4,927 0.71%
Holding current value
$209,181
Previous $206,000 2.91%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 15, 2025
SELL
$41.96 - $44.59 $1,468 - $1,560
-35 Reduced 0.71%
4,892 $212,000
Q2 2025

Jul 16, 2025
BUY
$38.19 - $43.19 $188,162 - $212,797
4,927 New
4,927 $206,000
Q4 2023

Jan 12, 2024
SELL
$31.58 - $36.4 $14,274 - $16,452
-452 Reduced 7.02%
5,989 $214,000
Q2 2023

Jul 12, 2023
SELL
$33.19 - $36.38 $13,176 - $14,442
-397 Reduced 5.81%
6,441 $219,000
Q1 2023

Apr 18, 2023
SELL
$33.91 - $38.26 $4,069 - $4,591
-120 Reduced 1.72%
6,838 $242,000
Q4 2022

Jan 25, 2023
BUY
$33.07 - $38.07 $230,101 - $264,891
6,958 New
6,958 $0

Others Institutions Holding FDL

# of Institutions
486
Shares Held
82.9M
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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