Cyndeo Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,677 shares of FDL stock, worth $247,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,677
Previous 5,904 3.84%
Holding current value
$247,687
Previous $247,000 0.4%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 10, 2025
SELL
$41.96 - $44.59 $9,524 - $10,121
-227 Reduced 3.84%
5,677 $246,000
Q2 2025

Jul 24, 2025
SELL
$38.19 - $43.19 $41,168 - $46,558
-1,078 Reduced 15.44%
5,904 $247,000
Q1 2025

Apr 17, 2025
BUY
$39.69 - $43.83 $2,222 - $2,454
56 Added 0.81%
6,982 $303,000
Q4 2024

Jan 21, 2025
BUY
$39.59 - $43.95 $35,314 - $39,203
892 Added 14.78%
6,926 $278,000
Q3 2024

Oct 18, 2024
BUY
$37.66 - $42.06 $227,240 - $253,790
6,034 New
6,034 $253,000

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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