Farther Finance Advisors, LLC First Tr Morningstar Dividend Transaction History

Farther Finance Advisors, LLC

$2.67 Trillion
Q3 2024

A detailed history of Farther Finance Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 21,373 shares of FDL stock, worth $861,331. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,373

Previous 1,000 2037.3%

Holding current value

$861,331

Previous $37.9 Million 2265.72%

% of portfolio

0.03%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$37.66 - $42.06 $767,247 - $856,888	20,373 Added 2037.3%	21,373 $897 Million
Q1 2024 May 13, 2024	SELL	$35.29 - $38.48 $352,900 - $384,799	-10,000 Reduced 90.91%	1,000 $38.4 Million
Q4 2023 Feb 14, 2024	SELL	$31.58 - $36.4 $315,800 - $364,000	-10,000 Reduced 90.91%	1,000 $35.9 Million
Q2 2023 May 13, 2024	SELL	$33.19 - $36.38 $215,734 - $236,470	-6,500 Reduced 37.14%	11,000 $374 Million
Q2 2023 Sep 12, 2023	SELL	$33.19 - $36.38 $215,734 - $236,470	-6,500 Reduced 37.14%	11,000 $374 Million
Q1 2023 May 13, 2024	BUY	$33.91 - $38.26 $559,515 - $631,290	16,500 Added 1650.0%	17,500 $621 Million
Q4 2022 Sep 11, 2023	BUY	$33.07 - $38.07 $578,725 - $666,225	17,500 New	17,500 $640 Million

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

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 Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Account

Farther Finance Advisors, LLC First Tr Morningstar Dividend Transaction History