Qtr Family Wealth, LLC First Tr Morningstar Dividend Transaction History

Qtr Family Wealth, LLC

  • $211 Billion
  • Q3 2025

A detailed history of Qtr Family Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 14,339 shares of FDL stock, worth $625,610. This represents 0.3% of its overall portfolio holdings.

Number of Shares
14,339
Previous 14,277 0.43%
Holding current value
$625,610
Previous $598 Million 4.12%
% of portfolio
0.3%
Previous 0.37%

Shares

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

Oct 29, 2025
BUY
$41.96 - $44.59 $2,601 - $2,764
62 Added 0.43%
14,339 $622 Million
Q2 2025

Jul 18, 2025
SELL
$38.19 - $43.19 $25,587 - $28,937
-670 Reduced 4.48%
14,277 $598 Million
Q1 2025

May 12, 2025
BUY
$39.69 - $43.83 $593,246 - $655,127
14,947 New
14,947 $649 Million

Others Institutions Holding FDL

# of Institutions
482
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
Track This Portfolio

Track Qtr Family Wealth, LLC Portfolio

Follow Qtr Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Qtr Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Qtr Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email