Wealthcare Advisory Partners LLC First Tr Morningstar Dividend Transaction History

Wealthcare Advisory Partners LLC

  • $4.56 Billion
  • Q3 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 6,088 shares of FDL stock, worth $265,619. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,088
Previous 6,208 1.93%
Holding current value
$265,619
Previous $259,000 1.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
SELL
$41.96 - $44.59 $5,035 - $5,350
-120 Reduced 1.93%
6,088 $264,000
Q2 2025

Jul 22, 2025
BUY
$38.19 - $43.19 $237,083 - $268,123
6,208 New
6,208 $259,000
Q4 2023

Feb 06, 2024
SELL
$31.58 - $36.4 $31,580 - $36,400
-1,000 Reduced 15.04%
5,650 $202,000
Q3 2023

Oct 12, 2023
BUY
$33.36 - $35.96 $700 - $755
21 Added 0.32%
6,650 $222,000
Q2 2023

Jul 17, 2023
SELL
$33.19 - $36.38 $67,442 - $73,924
-2,032 Reduced 23.46%
6,629 $225,000
Q1 2023

May 04, 2023
BUY
$33.91 - $38.26 $59,749 - $67,414
1,762 Added 25.54%
8,661 $307,000
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $228,149 - $262,644
6,899 New
6,899 $252,000
Q2 2021

Aug 16, 2021
SELL
$32.86 - $35.14 $112,512 - $120,319
-3,424 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$29.2 - $32.92 $99,980 - $112,718
3,424 New
3,424 $112,000
Q2 2020

Jul 29, 2020
SELL
$21.3 - $29.06 $65,625 - $89,533
-3,081 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$19.15 - $32.68 $32,095 - $54,771
-1,676 Reduced 35.23%
3,081 $69,000
Q4 2019

Jan 29, 2020
BUY
$29.94 - $32.68 $119 - $130
4 Added 0.08%
4,757 $155,000
Q3 2019

Oct 17, 2019
BUY
$29.15 - $31.57 $2,069 - $2,241
71 Added 1.52%
4,753 $148,000
Q2 2019

Jul 30, 2019
BUY
$28.96 - $30.64 $86 - $91
3 Added 0.06%
4,682 $143,000
Q1 2019

May 13, 2019
BUY
$27.03 - $30.26 $89,280 - $99,948
3,303 Added 240.04%
4,679 $141,000
Q4 2018

Feb 14, 2019
BUY
$25.99 - $30.19 $103 - $120
4 Added 0.29%
1,376 $37,000
Q3 2018

Nov 14, 2018
BUY
$28.49 - $30.14 $85 - $90
3 Added 0.22%
1,372 $41,000
Q2 2018

Aug 14, 2018
BUY
$27.65 - $29.13 $82 - $87
3 Added 0.22%
1,369 $39,000
Q1 2018

May 15, 2018
BUY
$27.43 - $31.14 $82 - $93
3 Added 0.22%
1,366 $39,000
Q4 2017

Feb 14, 2018
BUY
$28.72 - $30.44 $86 - $91
3 Added 0.22%
1,363 $41,000
Q3 2017

Nov 15, 2017
BUY
$28.97 - $29.04 $39,399 - $39,494
1,360
1,360 $39,000

Others Institutions Holding FDL

# of Institutions
481
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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