Wj Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Wj Wealth Management, LLC

  • $270 Million
  • Q2 2025

A detailed history of Wj Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wj Wealth Management, LLC holds 185,569 shares of FDL stock, worth $8.02 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
185,569
Previous 272,824 31.98%
Holding current value
$8.02 Million
Previous $11.9 Million 34.44%
% of portfolio
2.87%
Previous 4.83%

Shares

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

Jul 28, 2025
SELL
$38.19 - $43.19 $3.33 Million - $3.77 Million
-87,255 Reduced 31.98%
185,569 $7.77 Million
Q1 2025

Apr 24, 2025
BUY
$39.69 - $43.83 $10.8 Million - $12 Million
272,824 New
272,824 $11.9 Million

Others Institutions Holding FDL

# of Institutions
485
Shares Held
82.7M
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
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