Daymark Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Daymark Wealth Partners, LLC

$2.79 Billion
Q3 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 23,101 shares of FDL stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,101

Previous 21,846 5.74%

Holding current value

$1.01 Million

Previous $914,000 9.63%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$41.96 - $44.59 $52,659 - $55,960	1,255 Added 5.74%	23,101 $1 Million
Q2 2025 Aug 04, 2025	SELL	$38.19 - $43.19 $61,638 - $69,708	-1,614 Reduced 6.88%	21,846 $914,000
Q1 2025 Apr 14, 2025	SELL	$39.69 - $43.83 $212,698 - $234,884	-5,359 Reduced 18.6%	23,460 $1 Million
Q4 2024 Jan 17, 2025	BUY	$39.59 - $43.95 $188,131 - $208,850	4,752 Added 19.74%	28,819 $1.16 Million
Q3 2024 Oct 08, 2024	BUY	$37.66 - $42.06 $24,253 - $27,086	644 Added 2.75%	24,067 $1.01 Million

Q2 2024 Aug 14, 2024	BUY	$36.38 - $39.01 $852,128 - $913,731	23,423 New	23,423 $888,000

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Daymark Wealth Partners, LLC First Tr Morningstar Dividend Transaction History