Vision Point Advisory Group, LLC First Tr Morningstar Dividend Transaction History

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025

A detailed history of Vision Point Advisory Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 61,440 shares of FDL stock, worth $2.68 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
61,440
Previous 41,877 46.72%
Holding current value
$2.68 Million
Previous $1.82 Million 47.5%
% of portfolio
0.55%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$42.27 - $43.9 $826,928 - $858,815
19,563 Added 46.72%
61,440 $2.68 Million
Q3 2025

Oct 07, 2025
SELL
$41.96 - $44.59 $5,119 - $5,439
-122 Reduced 0.29%
41,877 $1.82 Million
Q2 2025

Jul 09, 2025
BUY
$38.19 - $43.19 $1.6 Million - $1.81 Million
41,999 New
41,999 $1.76 Million
Q3 2023

Dec 06, 2023
BUY
$33.36 - $35.96 $467 - $503
14 New
14 $0
Q2 2019

Aug 14, 2019
SELL
$28.96 - $30.64 $950,583 - $1.01 Million
-32,824 Closed
0 $0
Q1 2019

May 10, 2019
BUY
$27.03 - $30.26 $887,232 - $993,254
32,824 New
32,824 $990,000

Others Institutions Holding FDL

# of Institutions
478
Shares Held
86.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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