Lwm Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 2025

A detailed history of Lwm Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 29,483 shares of FDL stock, worth $1.25 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
29,483
Previous 54,945 46.34%
Holding current value
$1.25 Million
Previous $2.39 Million 48.28%
% of portfolio
0.89%
Previous 1.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$38.19 - $43.19 $972,393 - $1.1 Million
-25,462 Reduced 46.34%
29,483 $1.23 Million
Q1 2025

May 13, 2025
BUY
$39.69 - $43.83 $2.18 Million - $2.41 Million
54,945 New
54,945 $2.39 Million
Q2 2023

Aug 07, 2023
BUY
$33.19 - $36.38 $63,824 - $69,958
1,923 Added 9.23%
22,748 $773,000
Q1 2023

May 02, 2023
SELL
$33.91 - $38.26 $3.9 Million - $4.4 Million
-115,026 Reduced 84.67%
20,825 $739,000
Q4 2022

Feb 07, 2023
BUY
$33.07 - $38.07 $4.49 Million - $5.17 Million
135,851 New
135,851 $4.97 Million

Others Institutions Holding FDL

# of Institutions
487
Shares Held
82.4M
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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