Lighthouse Wealth Management Inc. First Tr Morningstar Dividend Transaction History

Lighthouse Wealth Management Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Lighthouse Wealth Management Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 21,487 shares of FDL stock, worth $937,477. This represents 0.76% of its overall portfolio holdings.

Number of Shares
21,487
Previous 13,057 64.56%
Holding current value
$937,477
Previous $547 Million 70.62%
% of portfolio
0.76%
Previous 0.47%

Shares

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

Oct 20, 2025
BUY
$41.96 - $44.59 $353,722 - $375,893
8,430 Added 64.56%
21,487 $933 Million
Q2 2025

Jul 14, 2025
BUY
$38.19 - $43.19 $498,646 - $563,931
13,057 New
13,057 $547 Million

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
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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