Topsail Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025

A detailed history of Topsail Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 9,985 shares of FDL stock, worth $435,645. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,985
Previous 9,985 -0.0%
Holding current value
$435,645
Previous $418 Million 3.68%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$38.19 - $43.19 $10,693 - $12,093
-280 Reduced 2.73%
9,985 $418 Million
Q4 2024

Feb 14, 2025
BUY
$39.59 - $43.95 $406,391 - $451,146
10,265 New
10,265 $413 Million

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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