Srs Capital Advisors, Inc. First Tr Morningstar Dividend Transaction History

Srs Capital Advisors, Inc.

$8.6 Billion
Q3 2025

A detailed history of Srs Capital Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 3,133,657 shares of FDL stock, worth $137 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

3,133,657

Previous 140,714 2126.97%

Holding current value

$137 Million

Previous $5.89 Million 2209.15%

% of portfolio

1.58%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.96 - $44.59 $126 Million - $133 Million	2,992,943 Added 2126.97%	3,133,657 $136 Million
Q2 2025 Aug 12, 2025	BUY	$38.19 - $43.19 $1.47 Million - $1.66 Million	38,437 Added 37.58%	140,714 $5.89 Million
Q1 2025 May 14, 2025	BUY	$39.69 - $43.83 $407,814 - $450,353	10,275 Added 11.17%	102,277 $4.44 Million
Q4 2024 Feb 05, 2025	BUY	$39.59 - $43.95 $3.64 Million - $4.04 Million	92,002 New	92,002 $3.7 Million
Q4 2021 Feb 08, 2022	SELL	$32.91 - $35.56 $17,606 - $19,024	-535 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$32.62 - $34.39 $26,095 - $27,512	-800 Reduced 59.93%	535 $18,000
Q2 2021 Aug 02, 2021	BUY	$32.86 - $35.14 $43,868 - $46,911	1,335 New	1,335 $44,000

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.4M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Industry ETFs

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Srs Capital Advisors, Inc. First Tr Morningstar Dividend Transaction History