Farther Finance Advisors, LLC First Tr Morningstar Dividend Transaction History

Farther Finance Advisors, LLC

  • $6.63 Trillion
  • Q3 2025

A detailed history of Farther Finance Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 91,053 shares of FDL stock, worth $3.97 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
91,053
Previous 72,196 26.12%
Holding current value
$3.97 Million
Previous $3.02 Billion 30.76%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 14, 2025
BUY
$41.96 - $44.59 $791,239 - $840,833
18,857 Added 26.12%
91,053 $3.95 Billion
Q2 2025

Jul 11, 2025
BUY
$38.19 - $43.19 $1.41 Million - $1.6 Million
36,954 Added 104.86%
72,196 $3.02 Billion
Q1 2025

Apr 14, 2025
SELL
$39.69 - $43.83 $175,350 - $193,640
-4,418 Reduced 11.14%
35,242 $1.52 Billion
Q4 2024

Feb 07, 2025
BUY
$39.59 - $43.95 $723,982 - $803,713
18,287 Added 85.56%
39,660 $1.6 Billion
Q3 2024

Oct 28, 2024
BUY
$37.66 - $42.06 $767,247 - $856,888
20,373 Added 2037.3%
21,373 $897 Million
Q1 2024

May 13, 2024
SELL
$35.29 - $38.48 $352,900 - $384,799
-10,000 Reduced 90.91%
1,000 $38.4 Million
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $315,800 - $364,000
-10,000 Reduced 90.91%
1,000 $35.9 Million
Q2 2023

May 13, 2024
SELL
$33.19 - $36.38 $215,734 - $236,470
-6,500 Reduced 37.14%
11,000 $374 Million
Q2 2023

Sep 12, 2023
SELL
$33.19 - $36.38 $215,734 - $236,470
-6,500 Reduced 37.14%
11,000 $374 Million
Q1 2023

May 13, 2024
BUY
$33.91 - $38.26 $559,515 - $631,290
16,500 Added 1650.0%
17,500 $621 Million
Q4 2022

Sep 11, 2023
BUY
$33.07 - $38.07 $578,725 - $666,225
17,500 New
17,500 $640 Million

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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