A detailed history of Wisconsin Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 97,251 shares of FDL stock, worth $4.27 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
97,251
Previous 97,807 0.57%
Holding current value
$4.27 Million
Previous $4.1 Billion 3.09%
% of portfolio
4.02%
Previous 4.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025

SELL
$41.96 - $44.59 $23,329 - $24,792
-556 Reduced 0.57%
97,251 $4.22 Billion
Q2 2025

Aug 12, 2025

BUY
$38.19 - $43.19 $171,243 - $193,663
4,484 Added 4.8%
97,807 $4.1 Billion
Q1 2025

Aug 12, 2025

BUY
$39.69 - $43.83 $112,759 - $124,521
2,841 Added 3.14%
93,323 $4.05 Billion
Q4 2024

Aug 12, 2025

BUY
$39.59 - $43.95 $3.58 Million - $3.98 Million
90,482 New
90,482 $3.64 Billion

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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