Turning Point Benefit Group, Inc. First Tr Morningstar Dividend Transaction History

Turning Point Benefit Group, Inc.

$166 Billion
Q3 2025

A detailed history of Turning Point Benefit Group, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Turning Point Benefit Group, Inc. holds 54,895 shares of FDL stock, worth $2.4 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

54,895

Previous 21,474 155.63%

Holding current value

$2.4 Million

Previous $899 Million 167.78%

% of portfolio

1.45%

Previous 0.68%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.96 - $44.59 $1.4 Million - $1.49 Million	33,421 Added 155.63%	54,895 $2.41 Billion
Q2 2025 Jul 30, 2025	BUY	$38.19 - $43.19 $247,738 - $280,173	6,487 Added 43.28%	21,474 $899 Million
Q1 2025 May 12, 2025	BUY	$39.69 - $43.83 $253,619 - $280,073	6,390 Added 74.33%	14,987 $584 Million
Q4 2024 Feb 03, 2025	BUY	$39.59 - $43.95 $340,355 - $377,838	8,597 New	8,597 $344 Million

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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Turning Point Benefit Group, Inc. First Tr Morningstar Dividend Transaction History