Goldstone Financial Group, LLC First Tr Morningstar Dividend Transaction History

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025

A detailed history of Goldstone Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 284,904 shares of FDL stock, worth $12.4 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
284,904
Previous 221,279 28.75%
Holding current value
$12.4 Million
Previous $9.56 Billion 29.38%
% of portfolio
1.46%
Previous 1.26%

Shares

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

Oct 17, 2025
BUY
$41.96 - $44.59 $2.67 Million - $2.84 Million
63,625 Added 28.75%
284,904 $12.4 Billion
Q2 2025

Jul 08, 2025
BUY
$38.19 - $43.19 $2.15 Million - $2.43 Million
56,291 Added 34.12%
221,279 $9.56 Billion
Q1 2025

Apr 16, 2025
BUY
$39.69 - $43.83 $6.55 Million - $7.23 Million
164,988 New
164,988 $7.17 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
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