Betterment LLC First Tr Morningstar Dividend Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025

A detailed history of Betterment LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Betterment LLC holds 15,196 shares of FDL stock, worth $663,001. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,196
Previous 10,219 48.7%
Holding current value
$663,001
Previous $428,000 54.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$41.96 - $44.59 $208,834 - $221,924
4,977 Added 48.7%
15,196 $660,000
Q2 2025

Aug 14, 2025
BUY
$38.19 - $43.19 $171,816 - $194,311
4,499 Added 78.65%
10,219 $428,000
Q1 2025

May 15, 2025
BUY
$39.69 - $43.83 $227,026 - $250,707
5,720 New
5,720 $248,000

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
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