Tyler Stone Wealth Management First Tr Morningstar Dividend Transaction History

Tyler Stone Wealth Management

$580 Million
Q2 2025

A detailed history of Tyler Stone Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tyler Stone Wealth Management holds 9,995 shares of FDL stock, worth $427,386. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,995

Previous 9,755 2.46%

Holding current value

$427,386

Previous $423,000 1.18%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$38.19 - $43.19 $9,165 - $10,365	240 Added 2.46%	9,995 $418,000
Q3 2024 Nov 04, 2024	BUY	$37.66 - $42.06 $251,455 - $280,834	6,677 Added 216.93%	9,755 $409,000
Q4 2023 Feb 14, 2024	SELL	$31.58 - $36.4 $6,316 - $7,280	-200 Reduced 6.1%	3,078 $110,000
Q3 2023 Nov 14, 2023	BUY	$33.36 - $35.96 $533 - $575	16 Added 0.49%	3,278 $110,000
Q2 2023 Aug 14, 2023	BUY	$33.19 - $36.38 $1,062 - $1,164	32 Added 0.99%	3,262 $111,000
Q4 2022 Feb 14, 2023	BUY	$33.07 - $38.07 $496 - $571	15 Added 0.47%	3,230 $118,000
Q4 2021 Feb 22, 2022	BUY	$32.91 - $35.56 $105,805 - $114,325	3,215 New	3,215 $114,000

Others Institutions Holding FDL

# of Institutions

489

Shares Held

83.1M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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Tyler Stone Wealth Management First Tr Morningstar Dividend Transaction History