Wetzel Investment Advisors, Inc. First Tr Morningstar Dividend Transaction History

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 64,928 shares of FDL stock, worth $2.85 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

64,928

Previous 103,739 37.41%

Holding current value

$2.85 Million

Previous $4.51 Million 39.68%

% of portfolio

1.43%

Previous 2.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$38.19 - $43.19 $1.48 Million - $1.68 Million	-38,811 Reduced 37.41%	64,928 $2.72 Million
Q1 2025 Apr 22, 2025	SELL	$39.69 - $43.83 $181,978 - $200,960	-4,585 Reduced 4.23%	103,739 $4.51 Million
Q4 2024 Jan 22, 2025	SELL	$39.59 - $43.95 $129,776 - $144,068	-3,278 Reduced 2.94%	108,324 $4.36 Million
Q3 2024 Oct 29, 2024	SELL	$37.66 - $42.06 $188,337 - $210,342	-5,001 Reduced 4.29%	111,602 $4.68 Million
Q2 2024 Aug 07, 2024	BUY	$36.38 - $39.01 $6,948 - $7,450	191 Added 0.16%	116,603 $4.42 Million
Q1 2024 Apr 23, 2024	BUY	$35.29 - $38.48 $110,069 - $120,019	3,119 Added 2.75%	116,412 $4.48 Million
Q4 2023 Jan 31, 2024	BUY	$31.58 - $36.4 $3.58 Million - $4.12 Million	113,293 New	113,293 $4.07 Million

Others Institutions Holding FDL

# of Institutions

484

Shares Held

82.7M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Wetzel Investment Advisors, Inc. First Tr Morningstar Dividend Transaction History