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 $1.79 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

44,063

Holding current value

$1.79 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

448

Shares Held

70.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$370 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$283 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$128 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$122 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$111 Million
0.03% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

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