Park Square Financial Group, LLC First Tr Morningstar Dividend Transaction History

Park Square Financial Group, LLC

$23.2 Billion
Q3 2025

A detailed history of Park Square Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Park Square Financial Group, LLC holds 37,739 shares of FDL stock, worth $1.65 Million. This represents 7.07% of its overall portfolio holdings.

Number of Shares

37,739

Previous 65,734 42.59%

Holding current value

$1.65 Million

Previous $2.75 Billion 40.48%

% of portfolio

7.07%

Previous 1.99%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$41.96 - $44.59 $1.17 Million - $1.25 Million	-27,995 Reduced 42.59%	37,739 $1.64 Billion
Q2 2025 Aug 12, 2025	SELL	$38.19 - $43.19 $608,939 - $688,664	-15,945 Reduced 19.52%	65,734 $2.75 Billion
Q1 2025 Apr 30, 2025	SELL	$39.69 - $43.83 $1.27 Million - $1.4 Million	-31,939 Reduced 28.11%	81,679 $3.55 Billion
Q4 2024 Feb 28, 2025	BUY	$39.59 - $43.95 $4.5 Million - $4.99 Million	113,618 New	113,618 $4.57 Billion

Others Institutions Holding FDL

# of Institutions

481

Shares Held

86.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Square Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Square Financial Group, LLC with notifications on news.

Account

Park Square Financial Group, LLC First Tr Morningstar Dividend Transaction History