Merkkuri Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

Merkkuri Wealth Advisors LLC

  • $147 Billion
  • Q4 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 10,338 shares of FDL stock, worth $451,046. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,338
Previous 10,214 1.21%
Holding current value
$451,046
Previous $443 Million 3.38%
% of portfolio
0.31%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$42.27 - $43.9 $5,241 - $5,443
124 Added 1.21%
10,338 $458 Million
Q3 2025

Oct 29, 2025
SELL
$41.96 - $44.59 $51,107 - $54,310
-1,218 Reduced 10.65%
10,214 $443 Million
Q2 2025

Aug 04, 2025
SELL
$38.19 - $43.19 $26,121 - $29,541
-684 Reduced 5.65%
11,432 $479 Million
Q4 2024

Jan 21, 2025
SELL
$39.59 - $43.95 $94,422 - $104,820
-2,385 Reduced 16.45%
12,116 $488 Million
Q3 2024

Oct 23, 2024
BUY
$37.66 - $42.06 $2,975 - $3,322
79 Added 0.55%
14,501 $608 Million
Q2 2024

Oct 23, 2024
BUY
$36.38 - $39.01 $524,672 - $562,602
14,422 New
14,422 $547 Million

Others Institutions Holding FDL

# of Institutions
471
Shares Held
86.1M
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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