Pmg Wealth Management, Inc. First Tr Morningstar Dividend Transaction History

Pmg Wealth Management, Inc.

  • $131 Billion
  • Q3 2025

A detailed history of Pmg Wealth Management, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 74,329 shares of FDL stock, worth $3.24 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
74,329
Previous 71,393 4.11%
Holding current value
$3.24 Million
Previous $2.99 Billion 8.24%
% of portfolio
2.46%
Previous 2.47%

Shares

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

Oct 31, 2025
BUY
$41.96 - $44.59 $123,194 - $130,916
2,936 Added 4.11%
74,329 $3.24 Billion
Q2 2025

Jul 17, 2025
BUY
$38.19 - $43.19 $2.73 Million - $3.08 Million
71,393 New
71,393 $2.99 Billion

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
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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