First Heartland Consultants, Inc. First Tr Morningstar Dividend Transaction History

First Heartland Consultants, Inc.

$962 Million
Q4 2024

A detailed history of First Heartland Consultants, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 121,434 shares of FDL stock, worth $5.26 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

121,434

Previous 117,959 2.95%

Holding current value

$5.26 Million

Previous $4.95 Million 1.21%

% of portfolio

0.51%

Previous 0.53%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$39.59 - $43.95 $137,575 - $152,726	3,475 Added 2.95%	121,434 $4.89 Million
Q3 2024 Nov 05, 2024	SELL	$37.66 - $42.06 $4.55 Million - $5.08 Million	-120,782 Reduced 50.59%	117,959 $4.95 Million
Q2 2024 Jul 25, 2024	BUY	$36.38 - $39.01 $6.75 Million - $7.24 Million	185,470 Added 348.16%	238,741 $9.06 Million
Q1 2024 May 07, 2024	SELL	$35.29 - $38.48 $10,516 - $11,467	-298 Reduced 0.56%	53,271 $2.05 Million
Q4 2023 Feb 08, 2024	SELL	$31.58 - $36.4 $23,779 - $27,409	-753 Reduced 1.39%	53,569 $1.92 Million
Q3 2023 Nov 09, 2023	BUY	$33.36 - $35.96 $785,160 - $846,354	23,536 Added 76.45%	54,322 $1.82 Million
Q2 2023 Jul 26, 2023	BUY	$33.19 - $36.38 $541,660 - $593,721	16,320 Added 112.82%	30,786 $1.05 Million
Q1 2023 Apr 17, 2023	SELL	$33.91 - $38.26 $67 - $76	-2 Reduced 0.01%	14,466 $513,000
Q4 2022 Jan 13, 2023	BUY	$33.07 - $38.07 $197,758 - $227,658	5,980 Added 70.45%	14,468 $0
Q3 2022 Oct 20, 2022	BUY	$32.13 - $37.78 $272,719 - $320,676	8,488 New	8,488 $272,000
Q2 2021 Aug 16, 2021	SELL	$32.86 - $35.14 $419,819 - $448,948	-12,776 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$29.2 - $32.92 $75,978 - $85,657	2,602 Added 25.57%	12,776 $418,000
Q4 2020 Jan 29, 2021	BUY	$25.5 - $30.51 $259,437 - $310,408	10,174 New	10,174 $301,000
Q1 2020 May 14, 2020	SELL	$19.15 - $32.68 $146,880 - $250,655	-7,670 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$29.94 - $32.68 $12,604 - $13,758	421 Added 5.81%	7,670 $250,000
Q2 2019 Aug 12, 2019	SELL	$28.96 - $30.64 $30,523 - $32,294	-1,054 Reduced 12.69%	7,249 $222,000
Q1 2019 May 15, 2019	BUY	$27.03 - $30.26 $224,430 - $251,248	8,303 New	8,303 $250,000
Q1 2018 May 15, 2018	SELL	$27.43 - $31.14 $376,751 - $427,707	-13,735 Closed	0 $0
Q4 2017 Feb 26, 2018	BUY	$28.72 - $30.44 $394,469 - $418,093	13,735	13,735 $413,000

Others Institutions Holding FDL

# of Institutions

430

Shares Held

68.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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First Heartland Consultants, Inc. First Tr Morningstar Dividend Transaction History