Modern Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Modern Wealth Management, LLC holds 27,128 shares of FDL stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,128
Previous 26,983 0.54%
Holding current value
$1.16 Million
Previous $1.17 Million 3.16%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
$38.19 - $43.19 $5,537 - $6,262
145 Added 0.54%
27,128 $1.14 Million
Q1 2025

May 15, 2025
BUY
$39.69 - $43.83 $31,752 - $35,064
800 Added 3.06%
26,983 $1.17 Billion
Q4 2024

May 30, 2025
SELL
$39.59 - $43.95 $75,854 - $84,208
-1,916 Reduced 7.1%
25,067 $1.01 Million
Q4 2024

May 29, 2025
SELL
$39.59 - $43.95 $75,854 - $84,208
-1,916 Reduced 7.1%
25,067 $1.01 Million
Q4 2024

Feb 11, 2025
BUY
$39.59 - $43.95 $1.04 Million - $1.15 Million
26,183 New
26,183 $1.1 Billion

Others Institutions Holding FDL

# of Institutions
488
Shares Held
82.5M
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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