Ergawealth Advisors, Inc. First Tr Morningstar Dividend Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q4 2024

A detailed history of Ergawealth Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 11,917 shares of FDL stock, worth $509,928. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,917

Previous 21,478 44.52%

Holding current value

$509,928

Previous $901 Million 46.75%

% of portfolio

0.24%

Previous 0.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$39.59 - $43.95 $378,519 - $420,205	-9,561 Reduced 44.52%	11,917 $480 Million
Q3 2024 Oct 23, 2024	SELL	$37.66 - $42.06 $328,319 - $366,679	-8,718 Reduced 28.87%	21,478 $901 Million
Q2 2024 Jul 19, 2024	SELL	$36.38 - $39.01 $823,825 - $883,381	-22,645 Reduced 42.85%	30,196 $1.15 Billion
Q1 2024 Apr 29, 2024	SELL	$35.29 - $38.48 $1.39 Million - $1.52 Million	-39,411 Reduced 42.72%	52,841 $2.03 Billion
Q4 2023 Jan 30, 2024	SELL	$31.58 - $36.4 $1.38 Million - $1.59 Million	-43,675 Reduced 32.13%	92,252 $3.31 Billion
Q3 2023 Oct 30, 2023	SELL	$33.36 - $35.96 $1.73 Million - $1.87 Million	-51,941 Reduced 27.65%	135,927 $4.55 Billion
Q2 2023 Jul 17, 2023	BUY	$33.19 - $36.38 $468,775 - $513,831	14,124 Added 8.13%	187,868 $6.39 Billion
Q1 2023 May 02, 2023	BUY	$33.91 - $38.26 $2.04 Million - $2.31 Million	60,259 Added 53.1%	173,744 $6.17 Billion
Q4 2022 Apr 14, 2023	BUY	$33.07 - $38.07 $3.75 Million - $4.32 Million	113,485 New	113,485 $4.15 Billion

Others Institutions Holding FDL

# of Institutions

432

Shares Held

68.4M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Ergawealth Advisors, Inc. First Tr Morningstar Dividend Transaction History