Wealth Enhancement Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 146,593 shares of FDL stock, worth $6.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
146,593
Previous 124,766 17.49%
Holding current value
$6.26 Million
Previous $5.42 Million 13.25%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$38.19 - $43.19 $833,573 - $942,708
21,827 Added 17.49%
146,593 $6.14 Million
Q1 2025

Apr 16, 2025
BUY
$39.69 - $43.83 $200,236 - $221,122
5,045 Added 4.21%
124,766 $5.42 Million
Q4 2024

Mar 17, 2025
BUY
$39.59 - $43.95 $2.85 Million - $3.16 Million
71,875 Added 150.22%
119,721 $4.82 Million
Q3 2024

Oct 23, 2024
BUY
$37.66 - $42.06 $132,939 - $148,471
3,530 Added 7.97%
47,846 $2.01 Million
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $983,205 - $1.05 Million
-27,026 Reduced 37.88%
44,316 $1.68 Million
Q1 2024

Apr 15, 2024
SELL
$35.29 - $38.48 $2.58 Million - $2.82 Million
-73,208 Reduced 50.65%
71,342 $2.75 Million
Q4 2023

Jan 30, 2024
SELL
$31.58 - $36.4 $515,385 - $594,048
-16,320 Reduced 10.14%
144,550 $5.19 Million
Q3 2023

Nov 13, 2023
BUY
$33.36 - $35.96 $5.37 Million - $5.78 Million
160,870 New
160,870 $5.38 Million

Others Institutions Holding FDL

# of Institutions
473
Shares Held
78.8M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email