Crux Wealth Advisors First Tr Morningstar Dividend Transaction History

Crux Wealth Advisors

  • $269 Billion
  • Q4 2025

A detailed history of Crux Wealth Advisors transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Crux Wealth Advisors holds 5,895 shares of FDL stock, worth $257,198. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,895
Previous 7,824 24.65%
Holding current value
$257,198
Previous $340 Million 23.04%
% of portfolio
0.1%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$42.27 - $43.9 $81,538 - $84,683
-1,929 Reduced 24.65%
5,895 $261 Million
Q3 2025

Nov 13, 2025
BUY
$41.96 - $44.59 $41,036 - $43,609
978 Added 14.29%
7,824 $340 Million
Q2 2025

Jul 29, 2025
BUY
$38.19 - $43.19 $2,826 - $3,196
74 Added 1.09%
6,846 $287 Million
Q1 2025

May 13, 2025
BUY
$39.69 - $43.83 $268,780 - $296,816
6,772 New
6,772 $294 Million

Others Institutions Holding FDL

# of Institutions
474
Shares Held
85.9M
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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