Krilogy Financial LLC First Tr Morningstar Dividend Transaction History

Krilogy Financial LLC

$2.42 Billion
Q3 2025

A detailed history of Krilogy Financial LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Krilogy Financial LLC holds 14,147 shares of FDL stock, worth $617,233. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,147

Holding current value

$617,233

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$41.96 - $44.59 $593,608 - $630,814	14,147 New	14,147 $614,000

Others Institutions Holding FDL

# of Institutions

481

Shares Held

86.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$533 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.89M
Shares

$344 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.51M
Shares

$197 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4M
Shares

$174 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.16M
Shares

$138 Million
0.03% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Krilogy Financial LLC First Tr Morningstar Dividend Transaction History