River Tree Advisors, LLC First Tr Morningstar Dividend Transaction History

River Tree Advisors, LLC

  • $119 Million
  • Q2 2025

A detailed history of River Tree Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, River Tree Advisors, LLC holds 57,028 shares of FDL stock, worth $2.49 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
57,028
Holding current value
$2.49 Million
% of portfolio
2.0%

Shares

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

Jul 23, 2025
BUY
$38.19 - $43.19 $2.18 Million - $2.46 Million
57,028 New
57,028 $2.39 Million
Q4 2024

Jan 16, 2025
BUY
$39.59 - $43.95 $2.8 Million - $3.11 Million
70,799 Added 855.16%
79,078 $3.18 Million
Q3 2024

Oct 22, 2024
BUY
$37.66 - $42.06 $311,787 - $348,214
8,279 New
8,279 $347,000
Q1 2023

May 15, 2023
BUY
$33.91 - $38.26 $350,222 - $395,149
10,328 Added 9.42%
119,979 $4.26 Million
Q4 2022

Feb 02, 2023
SELL
$33.07 - $38.07 $148,715 - $171,200
-4,497 Reduced 3.94%
109,651 $4.01 Million
Q3 2022

Oct 13, 2022
BUY
$32.13 - $37.78 $3.67 Million - $4.31 Million
114,148 New
114,148 $3.67 Million

Others Institutions Holding FDL

# of Institutions
482
Shares Held
82.1M
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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