Wmg Financial Advisors, LLC First Tr Morningstar Dividend Transaction History

Wmg Financial Advisors, LLC

  • $214 Million
  • Q1 2025

A detailed history of Wmg Financial Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 12,563 shares of FDL stock, worth $520,233. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,563
Previous 12,563 -0.0%
Holding current value
$520,233
Previous $505,000 7.92%
% of portfolio
0.25%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$35.29 - $38.48 $23,326 - $25,435
661 Added 5.55%
12,563 $483,000
Q2 2022

Aug 08, 2022
BUY
$34.6 - $39.18 $6,228 - $7,052
180 Added 1.54%
11,902 $419,000
Q4 2021

Feb 14, 2022
BUY
$32.91 - $35.56 $385,771 - $416,834
11,722 New
11,722 $416,000

Others Institutions Holding FDL

# of Institutions
470
Shares Held
78.2M
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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