Comprehensive Financial Consultants Institutional, Inc. First Tr Morningstar Dividend Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$277 Million
Q2 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 53,222 shares of FDL stock, worth $2.31 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

53,222

Previous 53,817 1.11%

Holding current value

$2.31 Million

Previous $2.34 Million 4.66%

% of portfolio

0.8%

Previous 0.91%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$38.19 - $43.19 $22,723 - $25,698	-595 Reduced 1.11%	53,222 $2.23 Million
Q1 2025 May 15, 2025	BUY	$39.69 - $43.83 $173,762 - $191,887	4,378 Added 8.86%	53,817 $2.34 Million
Q4 2024 Jan 24, 2025	BUY	$39.59 - $43.95 $9,382 - $10,416	237 Added 0.48%	49,439 $1.99 Million
Q3 2024 Oct 31, 2024	SELL	$37.66 - $42.06 $82,061 - $91,648	-2,179 Reduced 4.24%	49,202 $2.06 Million
Q2 2024 Jul 17, 2024	SELL	$36.38 - $39.01 $8,840 - $9,479	-243 Reduced 0.47%	51,381 $1.95 Million
Q1 2024 May 02, 2024	BUY	$35.29 - $38.48 $1.43 Million - $1.56 Million	40,505 Added 364.29%	51,624 $1.99 Million
Q4 2023 Jan 24, 2024	BUY	$31.58 - $36.4 $30,632 - $35,308	970 Added 9.56%	11,119 $398,000
Q3 2023 Nov 13, 2023	BUY	$33.36 - $35.96 $35,128 - $37,865	1,053 Added 11.58%	10,149 $339,000
Q2 2023 Jul 24, 2023	SELL	$33.19 - $36.38 $8,231 - $9,022	-248 Reduced 2.65%	9,096 $309,000
Q1 2023 Apr 19, 2023	BUY	$33.91 - $38.26 $80,163 - $90,446	2,364 Added 33.87%	9,344 $331,000
Q4 2022 Jan 30, 2023	BUY	$33.07 - $38.07 $230,828 - $265,728	6,980 New	6,980 $255,000
Q1 2022 May 11, 2022	SELL	$35.1 - $37.75 $31,133 - $33,484	-887 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$32.91 - $35.56 $29,191 - $31,541	887 New	887 $32,000

Others Institutions Holding FDL

# of Institutions

479

Shares Held

78.5M

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 Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account

Comprehensive Financial Consultants Institutional, Inc. First Tr Morningstar Dividend Transaction History