Summit Financial, LLC First Tr Morningstar Dividend Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Summit Financial, LLC holds 84,172 shares of FDL stock, worth $3.67 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

84,172

Previous 67,280 25.11%

Holding current value

$3.67 Million

Previous $2.82 Million 29.68%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.96 - $44.59 $708,788 - $753,214	16,892 Added 25.11%	84,172 $3.65 Million
Q2 2025 Aug 13, 2025	BUY	$38.19 - $43.19 $1.6 Million - $1.81 Million	41,807 Added 164.12%	67,280 $2.82 Million
Q1 2025 May 14, 2025	BUY	$39.69 - $43.83 $143,995 - $159,015	3,628 Added 16.61%	25,473 $1.11 Million
Q4 2024 Feb 12, 2025	BUY	$39.59 - $43.95 $62,829 - $69,748	1,587 Added 7.83%	21,845 $879,000
Q3 2024 Nov 12, 2024	BUY	$37.66 - $42.06 $262,527 - $293,200	6,971 Added 52.46%	20,258 $849,000

Q2 2024 Jul 31, 2024	BUY	$36.38 - $39.01 $483,381 - $518,325	13,287 New	13,287 $503,000

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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Summit Financial, LLC First Tr Morningstar Dividend Transaction History