Kingswood Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,408 shares of FDL stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

23,408

Previous 26,912 13.02%

Holding current value

$1.02 Million

Previous $1.13 Billion 9.82%

% of portfolio

0.06%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$41.96 - $44.59 $147,027 - $156,243	-3,504 Reduced 13.02%	23,408 $1.02 Billion
Q2 2025 Jul 23, 2025	BUY	$38.19 - $43.19 $207,562 - $234,737	5,435 Added 25.31%	26,912 $1.13 Billion
Q1 2025 Jul 25, 2025	SELL	$39.69 - $43.83 $215,715 - $238,216	-5,435 Reduced 20.2%	21,477 $933 Million
Q1 2025 Apr 21, 2025	BUY	$39.69 - $43.83 $401,107 - $442,945	10,106 Added 88.88%	21,477 $933 Million
Q4 2024 Jan 22, 2025	BUY	$39.59 - $43.95 $450,177 - $499,755	11,371 New	11,371 $458 Million

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
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History