Kingsview Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 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 47,408 shares of FDL stock, worth $2.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
47,408
Previous 42,422 11.75%
Holding current value
$2.03 Million
Previous $1.71 Million 20.62%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
480
Shares Held
78.4M
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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