Morey & Quinn Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Morey & Quinn Wealth Partners, LLC

  • $139 Billion
  • Q4 2025

A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 13,982 shares of FDL stock, worth $610,034. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,982
Previous 13,595 2.85%
Holding current value
$610,034
Previous $590 Million 5.05%
% of portfolio
0.45%
Previous 0.43%

Shares

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

Jan 27, 2026
BUY
$42.27 - $43.9 $16,358 - $16,989
387 Added 2.85%
13,982 $620 Million
Q3 2025

Oct 27, 2025
BUY
$41.96 - $44.59 $9,650 - $10,255
230 Added 1.72%
13,595 $590 Million
Q2 2025

Jul 23, 2025
SELL
$38.19 - $43.19 $33,798 - $38,223
-885 Reduced 6.21%
13,365 $560 Million
Q1 2025

Apr 16, 2025
BUY
$39.69 - $43.83 $35,205 - $38,877
887 Added 6.64%
14,250 $619 Million
Q4 2024

Feb 11, 2025
BUY
$39.59 - $43.95 $529,041 - $587,303
13,363 New
13,363 $538 Million

Others Institutions Holding FDL

# of Institutions
476
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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