Tradewinds, Llc. First Tr Morningstar Dividend Transaction History

Tradewinds, Llc.

$120 Million
Q2 2025

A detailed history of Tradewinds, Llc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tradewinds, Llc. holds 11,432 shares of FDL stock, worth $488,832. This represents 0.4% of its overall portfolio holdings.

Number of Shares

11,432

Holding current value

$488,832

% of portfolio

0.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$38.19 - $43.19 $436,588 - $493,748	11,432 New	11,432 $478,000

Others Institutions Holding FDL

# of Institutions

487

Shares Held

83.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$507 Million
0.18% of portfolio
Morgan Stanley New York, NY

7.84M
Shares

$335 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.23M
Shares

$181 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$167 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.07M
Shares

$131 Million
0.03% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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