Win Advisors, Inc First Tr Morningstar Dividend Transaction History

Win Advisors, Inc

$182 Million
Q1 2025

A detailed history of Win Advisors, Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Win Advisors, Inc holds 44,063 shares of FDL stock, worth $1.84 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

44,063

Holding current value

$1.84 Million

% of portfolio

1.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$39.69 - $43.83 $1.75 Million - $1.93 Million	44,063 New	44,063 $1.91 Million

Others Institutions Holding FDL

# of Institutions

471

Shares Held

78.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$449 Million
0.19% of portfolio
Morgan Stanley New York, NY

7.48M
Shares

$312 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.81M
Shares

$159 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.32M
Shares

$139 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

2.8M
Shares

$117 Million
0.03% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account