Ever Source Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,402 shares of FDL stock, worth $279,319. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,402
Previous 5,802 10.34%
Holding current value
$279,319
Previous $242,000 14.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$41.96 - $44.59 $25,176 - $26,754
600 Added 10.34%
6,402 $277,000
Q2 2025

Aug 13, 2025
BUY
$38.19 - $43.19 $221,578 - $250,588
5,802 New
5,802 $242,000
Q4 2024

Feb 07, 2025
BUY
$39.59 - $43.95 $0 - $0
0 New
0 $0
Q2 2024

Aug 13, 2024
BUY
$36.38 - $39.01 $21,064 - $22,586
579 New
579 $21,000
Q1 2024

Jun 11, 2024
BUY
$35.29 - $38.48 $0 - $0
0 New
0 $0

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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