Twin Peaks Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Twin Peaks Wealth Advisors, LLC

$293 Billion
Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,473 shares of FDL stock, worth $500,566. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,473

Previous 11,358 1.01%

Holding current value

$500,566

Previous $488 Million 2.14%

% of portfolio

0.17%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$41.96 - $44.59 $4,825 - $5,127	115 Added 1.01%	11,473 $498 Million
Q2 2025 Aug 13, 2025	SELL	$38.19 - $43.19 $2,405 - $2,720	-63 Reduced 0.55%	11,358 $488 Million
Q1 2025 Apr 16, 2025	BUY	$39.69 - $43.83 $97,399 - $107,558	2,454 Added 27.37%	11,421 $457 Million
Q4 2024 Feb 04, 2025	BUY	$39.59 - $43.95 $41,965 - $46,587	1,060 Added 13.41%	8,967 $361 Million
Q3 2024 Oct 25, 2024	BUY	$37.66 - $42.06 $29,713 - $33,185	789 Added 11.08%	7,907 $332 Million

Q2 2024 Jul 31, 2024	BUY	$36.38 - $39.01 $4,984 - $5,344	137 Added 1.96%	7,118 $270 Million
Q1 2024 Apr 23, 2024	BUY	$35.29 - $38.48 $246,359 - $268,628	6,981 New	6,981 $269 Million

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Account

Twin Peaks Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History