N.E.W. Advisory Services LLC First Tr Morningstar Dividend Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 7,564 shares of FDL stock, worth $330,017. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,564

Previous 732 933.33%

Holding current value

$330,017

Previous $30,000 993.33%

% of portfolio

0.03%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$41.96 - $44.59 $286,670 - $304,638	6,832 Added 933.33%	7,564 $328,000
Q2 2025 Aug 18, 2025	SELL	$38.19 - $43.19 $97,269 - $110,004	-2,547 Reduced 77.68%	732 $30,000
Q1 2025 May 07, 2025	BUY	$39.69 - $43.83 $130,143 - $143,718	3,279 New	3,279 $142,000
Q3 2023 Nov 03, 2023	BUY	$33.36 - $35.96 $1.28 Million - $1.38 Million	38,237 New	38,237 $1.28 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
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N.E.W. Advisory Services LLC First Tr Morningstar Dividend Transaction History