Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History

Fortis Group Advisors, LLC

$581 Billion
Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 75,445 shares of FDL stock, worth $3.29 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

75,445

Previous 78,139 3.45%

Holding current value

$3.29 Million

Previous $3.3 Billion 2.31%

% of portfolio

0.56%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$41.96 - $44.59 $113,040 - $120,125	-2,694 Reduced 3.45%	75,445 $3.23 Billion
Q2 2025 Aug 08, 2025	SELL	$38.19 - $43.19 $3.31 Million - $3.75 Million	-86,764 Reduced 52.62%	78,139 $3.3 Billion
Q1 2025 May 02, 2025	BUY	$39.69 - $43.83 $1.09 Million - $1.2 Million	27,466 Added 19.98%	164,903 $7.16 Billion
Q4 2024 Jan 31, 2025	BUY	$39.59 - $43.95 $410,825 - $456,069	10,377 Added 8.17%	137,437 $5.53 Billion
Q3 2024 Oct 21, 2024	BUY	$37.66 - $42.06 $4.16 Million - $4.65 Million	110,529 Added 668.62%	127,060 $5.33 Billion

Q2 2024 Jul 30, 2024	BUY	$36.38 - $39.01 $601,397 - $644,874	16,531 New	16,531 $627 Million

Others Institutions Holding FDL

# of Institutions

484

Shares Held

86.4M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History