Milestones Private Investment Advisors LLC First Tr Morningstar Dividend Transaction History

Milestones Private Investment Advisors LLC

  • $145 Billion
  • Q4 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 69,729 shares of FDL stock, worth $3.04 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
69,729
Previous 36,148 92.9%
Holding current value
$3.04 Million
Previous $1.57 Billion 97.03%
% of portfolio
2.13%
Previous 1.07%

Shares

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

Jan 23, 2026
BUY
$42.27 - $43.9 $1.42 Million - $1.47 Million
33,581 Added 92.9%
69,729 $3.09 Billion
Q3 2025

Oct 22, 2025
BUY
$41.96 - $44.59 $8,895 - $9,453
212 Added 0.59%
36,148 $1.57 Billion
Q2 2025

Sep 11, 2025
BUY
$38.19 - $43.19 $1.37 Million - $1.55 Million
35,936 New
35,936 $1.5 Billion

Others Institutions Holding FDL

# of Institutions
472
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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