New England Private Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 22,803 shares of FDL stock, worth $994,894. This represents 0.14% of its overall portfolio holdings.

Number of Shares
22,803
Previous 22,695 0.48%
Holding current value
$994,894
Previous $950,000 4.11%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Nov 12, 2025
BUY
$41.96 - $44.59 $4,531 - $4,815
108 Added 0.48%
22,803 $989,000
Q2 2025

Aug 07, 2025
BUY
$38.19 - $43.19 $866,722 - $980,197
22,695 New
22,695 $950,000

Others Institutions Holding FDL

# of Institutions
478
Shares Held
86.2M
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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