Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History

Semus Wealth Partners LLC

$154 Billion
Q2 2025

A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 7,325 shares of FDL stock, worth $309,627. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,325

Previous 6,959 5.26%

Holding current value

$309,627

Previous $302 Million 1.45%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$38.19 - $43.19 $13,977 - $15,807	366 Added 5.26%	7,325 $307 Million
Q1 2025 May 07, 2025	BUY	$39.69 - $43.83 $47,270 - $52,201	1,191 Added 20.65%	6,959 $302 Million
Q4 2024 Jan 31, 2025	BUY	$39.59 - $43.95 $2,731 - $3,032	69 Added 1.21%	5,768 $232 Million
Q3 2024 Nov 07, 2024	SELL	$37.66 - $42.06 $11,222 - $12,533	-298 Reduced 4.97%	5,699 $239 Million
Q2 2024 Jul 31, 2024	SELL	$36.38 - $39.01 $5,020 - $5,383	-138 Reduced 2.25%	5,997 $227 Million
Q1 2024 May 07, 2024	SELL	$35.29 - $38.48 $16,409 - $17,893	-465 Reduced 7.05%	6,135 $236 Million
Q4 2023 Jan 23, 2024	BUY	$31.58 - $36.4 $2,021 - $2,329	64 Added 0.98%	6,600 $237 Million
Q3 2023 Oct 31, 2023	BUY	$33.36 - $35.96 $218,040 - $235,034	6,536 New	6,536 $219 Million

Others Institutions Holding FDL

# of Institutions

486

Shares Held

82.8M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History