Level Four Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025

A detailed history of Level Four Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 11,316 shares of FDL stock, worth $493,717. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,316
Previous 10,655 6.2%
Holding current value
$493,717
Previous $446,000 10.09%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
BUY
$41.96 - $44.59 $27,735 - $29,473
661 Added 6.2%
11,316 $491,000
Q2 2025

Aug 13, 2025
SELL
$38.19 - $43.19 $51,060 - $57,745
-1,337 Reduced 11.15%
10,655 $446,000
Q1 2025

May 14, 2025
SELL
$39.69 - $43.83 $234,448 - $258,903
-5,907 Reduced 33.0%
11,992 $520,000
Q4 2024

Feb 12, 2025
SELL
$39.59 - $43.95 $15,083 - $16,744
-381 Reduced 2.08%
17,899 $720,000
Q3 2024

Nov 14, 2024
BUY
$37.66 - $42.06 $103,414 - $115,496
2,746 Added 17.68%
18,280 $766,000
Q2 2024

Aug 09, 2024
SELL
$36.38 - $39.01 $314,250 - $336,968
-8,638 Reduced 35.74%
15,534 $589,000
Q4 2023

Feb 08, 2024
SELL
$31.58 - $36.4 $165,321 - $190,554
-5,235 Reduced 17.8%
24,172 $867,000
Q3 2023

Nov 13, 2023
BUY
$33.36 - $35.96 $11,042 - $11,902
331 Added 1.14%
29,407 $983,000
Q2 2023

Jul 10, 2023
BUY
$33.19 - $36.38 $224,995 - $246,620
6,779 Added 30.4%
29,076 $988,000
Q1 2023

Jun 05, 2023
BUY
$33.91 - $38.26 $379,520 - $428,205
11,192 Added 100.78%
22,297 $791,000
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $88,197 - $101,532
2,667 Added 31.61%
11,105 $405,000
Q3 2022

Nov 07, 2022
BUY
$32.13 - $37.78 $271,112 - $318,787
8,438 New
8,438 $271,000
Q1 2019

May 15, 2019
SELL
$27.03 - $30.26 $411,180 - $460,315
-15,212 Closed
0 $0
Q4 2018

Feb 08, 2019
BUY
$25.99 - $30.19 $395,359 - $459,250
15,212 New
15,212 $1.68 Million
Q4 2017

Feb 13, 2018
SELL
$28.72 - $30.44 $220,081 - $233,261
-7,663 Closed
0 $0
Q3 2017

Nov 15, 2017
SELL
$28.97 - $29.04 $88,561 - $88,775
-3,057 Reduced 28.52%
7,663 $223,000
Q1 2017

Sep 20, 2017
BUY
N/A
10,720
10,720 $308,000

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 Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory 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 Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email