Avantax Advisory Services, Inc. First Tr Morningstar Dividend Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 138,663 shares of FDL stock, worth $5.78 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
138,663
Previous 210,967 34.27%
Holding current value
$5.78 Million
Previous $8 Million 27.31%
% of portfolio
0.04%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$37.66 - $42.06 $2.72 Million - $3.04 Million
-72,304 Reduced 34.27%
138,663 $5.82 Million
Q2 2024

Aug 09, 2024
SELL
$36.38 - $39.01 $2.29 Million - $2.46 Million
-62,974 Reduced 22.99%
210,967 $8 Million
Q1 2024

May 08, 2024
BUY
$35.29 - $38.48 $451,641 - $492,467
12,798 Added 4.9%
273,941 $10.5 Million
Q4 2023

Feb 07, 2024
SELL
$31.58 - $36.4 $500,827 - $577,267
-15,859 Reduced 5.73%
261,143 $9.37 Million
Q3 2023

Nov 07, 2023
SELL
$33.36 - $35.96 $692,453 - $746,421
-20,757 Reduced 6.97%
277,002 $9.26 Million
Q2 2023

Aug 11, 2023
BUY
$33.19 - $36.38 $817,901 - $896,512
24,643 Added 9.02%
297,759 $10.1 Million
Q1 2023

Apr 28, 2023
BUY
$33.91 - $38.26 $828,726 - $935,036
24,439 Added 9.83%
273,116 $9.7 Million
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $905,985 - $1.04 Million
27,396 Added 12.38%
248,677 $9.09 Million
Q3 2022

Nov 01, 2022
BUY
$32.13 - $37.78 $2.28 Million - $2.68 Million
70,900 Added 47.15%
221,281 $7.11 Million
Q2 2022

Aug 02, 2022
BUY
$34.6 - $39.18 $1.22 Million - $1.38 Million
35,147 Added 30.5%
150,381 $5.3 Million
Q1 2022

Apr 27, 2022
BUY
$35.1 - $37.75 $909,721 - $978,404
25,918 Added 29.02%
115,234 $4.31 Million
Q4 2021

Jan 24, 2022
SELL
$32.91 - $35.56 $121,273 - $131,038
-3,685 Reduced 3.96%
89,316 $3.18 Million
Q3 2021

Oct 21, 2021
BUY
$32.62 - $34.39 $207,365 - $218,617
6,357 Added 7.34%
93,001 $3.05 Million
Q2 2021

Jul 29, 2021
BUY
$32.86 - $35.14 $63,321 - $67,714
1,927 Added 2.27%
86,644 $2.88 Million
Q1 2021

May 13, 2021
BUY
$29.2 - $32.92 $69,758 - $78,645
2,389 Added 2.9%
84,717 $2.77 Million
Q4 2020

Jan 22, 2021
SELL
$25.5 - $30.51 $1.29 Million - $1.54 Million
-50,482 Reduced 38.01%
82,328 $2.44 Million
Q3 2020

Oct 14, 2020
BUY
$24.81 - $27.46 $1.18 Million - $1.31 Million
47,603 Added 55.87%
132,810 $3.47 Million
Q2 2020

Aug 06, 2020
SELL
$21.3 - $29.06 $169,015 - $230,591
-7,935 Reduced 8.52%
85,207 $2.16 Million
Q1 2020

Apr 30, 2020
SELL
$19.15 - $32.68 $16,200 - $27,647
-846 Reduced 0.9%
93,142 $2.08 Million
Q4 2019

Feb 14, 2020
BUY
$29.94 - $32.68 $1.5 Million - $1.63 Million
49,995 Added 113.64%
93,988 $3.06 Million
Q3 2019

Nov 08, 2019
BUY
$29.15 - $31.57 $408,245 - $442,137
14,005 Added 46.7%
43,993 $1.37 Million
Q2 2019

Aug 06, 2019
BUY
$28.96 - $30.64 $868,452 - $918,832
29,988 New
29,988 $919,000

Others Institutions Holding FDL

# of Institutions
400
Shares Held
59.9M
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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