Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History

Fortis Group Advisors, LLC

$515 Billion
Q1 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 164,903 shares of FDL stock, worth $6.78 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

164,903

Previous 137,437 19.98%

Holding current value

$6.78 Million

Previous $5.53 Billion 29.46%

% of portfolio

1.39%

Previous 1.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

454

Shares Held

70.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History