Kpp Advisory Services LLC First Tr Morningstar Dividend Transaction History

Kpp Advisory Services LLC

  • $675 Billion
  • Q3 2025

A detailed history of Kpp Advisory Services LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kpp Advisory Services LLC holds 20,299 shares of FDL stock, worth $885,645. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,299
Previous 19,694 3.07%
Holding current value
$885,645
Previous $825 Million 6.87%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 03, 2025
BUY
$41.96 - $44.59 $25,385 - $26,976
605 Added 3.07%
20,299 $881 Million
Q2 2025

Jul 22, 2025
BUY
$38.19 - $43.19 $13,213 - $14,943
346 Added 1.79%
19,694 $825 Million
Q1 2025

Apr 23, 2025
SELL
$39.69 - $43.83 $15,439 - $17,049
-389 Reduced 1.97%
19,348 $840 Million
Q4 2024

Jan 24, 2025
BUY
$39.59 - $43.95 $237 - $263
6 Added 0.03%
19,737 $795 Million
Q3 2024

Nov 06, 2024
SELL
$37.66 - $42.06 $7,155 - $7,991
-190 Reduced 0.95%
19,731 $828 Million
Q2 2024

Aug 27, 2024
SELL
$36.38 - $39.01 $14,479 - $15,525
-398 Reduced 1.96%
19,921 $756 Million
Q1 2024

May 14, 2024
BUY
$35.29 - $38.48 $371,744 - $405,348
10,534 Added 107.65%
20,319 $782 Million
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $623,389 - $718,536
-19,740 Reduced 66.86%
9,785 $351 Million
Q3 2023

Nov 14, 2023
BUY
$33.36 - $35.96 $984,954 - $1.06 Million
29,525 New
29,525 $987 Million

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
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
Track This Portfolio

Track Kpp Advisory Services LLC Portfolio

Follow Kpp Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kpp Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kpp Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email