A detailed history of Merit Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Merit Financial Group, LLC holds 19,668 shares of FDL stock, worth $841,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,668
Previous 10,164 93.51%
Holding current value
$841,003
Previous $425,000 100.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 20, 2025

BUY
$41.96 - $44.59 $398,787 - $423,783
9,504 Added 93.51%
19,668 $853,000
Q2 2025

Jul 22, 2025

BUY
$38.19 - $43.19 $177,087 - $200,272
4,637 Added 83.9%
10,164 $425,000
Q1 2025

Apr 09, 2025

BUY
$39.69 - $43.83 $219,366 - $242,248
5,527 New
5,527 $236,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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