Pensionmark Financial Group, LLC First Tr Morningstar Dividend Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 68,987 shares of FDL stock, worth $2.95 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
68,987
Previous 26,469 160.63%
Holding current value
$2.95 Million
Previous $1.11 Million 170.22%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Oct 15, 2025
BUY
$41.96 - $44.59 $1.78 Million - $1.9 Million
42,518 Added 160.63%
68,987 $2.99 Million
Q2 2025

Aug 04, 2025
BUY
$38.19 - $43.19 $56,673 - $64,093
1,484 Added 5.94%
26,469 $1.11 Million
Q1 2025

Apr 29, 2025
BUY
$39.69 - $43.83 $159,236 - $175,845
4,012 Added 19.13%
24,985 $1.09 Million
Q4 2024

Feb 12, 2025
BUY
$39.59 - $43.95 $119,126 - $132,245
3,009 Added 16.75%
20,973 $844,000
Q3 2024

Nov 14, 2024
BUY
$37.66 - $42.06 $676,524 - $755,565
17,964 New
17,964 $753,000

Others Institutions Holding FDL

# of Institutions
487
Shares Held
83.1M
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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