Forge Financial Services LLC First Tr Morningstar Dividend Transaction History

Forge Financial Services LLC

  • $213 Billion
  • Q3 2025

A detailed history of Forge Financial Services LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Forge Financial Services LLC holds 64,743 shares of FDL stock, worth $2.82 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
64,743
Previous 67,030 3.41%
Holding current value
$2.82 Million
Previous $2.84 Billion 0.72%
% of portfolio
1.32%
Previous 2.13%

Shares

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

Nov 10, 2025
SELL
$41.96 - $44.59 $95,962 - $101,977
-2,287 Reduced 3.41%
64,743 $2.82 Billion
Q2 2025

Aug 11, 2025
SELL
$38.19 - $43.19 $95,742 - $108,277
-2,507 Reduced 3.61%
67,030 $2.84 Billion
Q1 2025

May 06, 2025
SELL
$39.69 - $43.83 $128,714 - $142,140
-3,243 Reduced 4.46%
69,537 $3.02 Billion
Q4 2024

Feb 12, 2025
BUY
$39.59 - $43.95 $2.88 Million - $3.2 Million
72,780 New
72,780 $3.04 Billion

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
Track This Portfolio

Track Forge Financial Services LLC Portfolio

Follow Forge Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forge Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forge Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email