Kingsview Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 56,782 shares of FDL stock, worth $2.43 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

56,782

Previous 47,408 19.77%

Holding current value

$2.43 Million

Previous $2.06 Million 15.44%

% of portfolio

0.05%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$38.19 - $43.19 $357,993 - $404,863	9,374 Added 19.77%	56,782 $2.38 Million
Q1 2025 May 02, 2025	BUY	$39.69 - $43.83 $197,894 - $218,536	4,986 Added 11.75%	47,408 $2.06 Million
Q4 2024 Jan 28, 2025	BUY	$39.59 - $43.95 $175,423 - $194,742	4,431 Added 11.66%	42,422 $1.71 Million
Q3 2024 Nov 12, 2024	BUY	$37.66 - $42.06 $27,830 - $31,082	739 Added 1.98%	37,991 $1.59 Million
Q2 2024 Aug 14, 2024	BUY	$36.38 - $39.01 $97,243 - $104,273	2,673 Added 7.73%	37,252 $1.41 Million
Q1 2024 May 09, 2024	BUY	$35.29 - $38.48 $113,316 - $123,559	3,211 Added 10.24%	34,579 $1.33 Million
Q4 2023 Feb 08, 2024	SELL	$31.58 - $36.4 $298,873 - $344,489	-9,464 Reduced 23.18%	31,368 $1.13 Million
Q3 2023 Nov 07, 2023	BUY	$33.36 - $35.96 $187,850 - $202,490	5,631 Added 16.0%	40,832 $1.37 Million
Q2 2023 Aug 10, 2023	SELL	$33.19 - $36.38 $229,409 - $251,458	-6,912 Reduced 16.41%	35,201 $1.2 Million
Q1 2023 May 15, 2023	BUY	$33.91 - $38.26 $674,503 - $761,029	19,891 Added 89.51%	42,113 $1.5 Million
Q4 2022 Feb 13, 2023	BUY	$33.07 - $38.07 $734,881 - $845,991	22,222 New	22,222 $812,000
Q2 2022 Aug 16, 2022	BUY	$34.6 - $39.18 $1.21 Million - $1.37 Million	34,909 New	34,909 $1.23 Million

Others Institutions Holding FDL

# of Institutions

486

Shares Held

82.9M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Kingsview Wealth Management, LLC First Tr Morningstar Dividend Transaction History