Rfg Bristol Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 57,277 shares of FDL stock, worth $2.49 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
57,277
Previous 33,219 72.42%
Holding current value
$2.49 Million
Previous $1.44 Billion 66.19%
% of portfolio
0.74%
Previous 0.48%

Shares

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

Aug 05, 2025
BUY
$38.19 - $43.19 $918,775 - $1.04 Million
24,058 Added 72.42%
57,277 $2.4 Billion
Q1 2025

May 08, 2025
BUY
$39.69 - $43.83 $8,969 - $9,905
226 Added 0.68%
33,219 $1.44 Billion
Q4 2024

Feb 12, 2025
BUY
$39.59 - $43.95 $1.31 Million - $1.45 Million
32,993 New
32,993 $1.33 Billion

Others Institutions Holding FDL

# of Institutions
485
Shares Held
82.7M
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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