Hfg Advisors, Inc. First Tr Morningstar Dividend Transaction History

Hfg Advisors, Inc.

$110 Million
Q4 2024

A detailed history of Hfg Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Hfg Advisors, Inc. holds 117,803 shares of FDL stock, worth $5.05 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

117,803

Previous 118,576 0.65%

Holding current value

$5.05 Million

Previous $4.97 Million 4.66%

% of portfolio

4.3%

Previous 4.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$39.59 - $43.95 $30,603 - $33,973	-773 Reduced 0.65%	117,803 $4.74 Million
Q3 2024 Oct 16, 2024	BUY	$37.66 - $42.06 $26,625 - $29,736	707 Added 0.6%	118,576 $4.97 Million
Q2 2024 Jul 12, 2024	SELL	$36.38 - $39.01 $100,263 - $107,511	-2,756 Reduced 2.28%	117,869 $4.47 Million
Q1 2024 Apr 18, 2024	BUY	$35.29 - $38.48 $152,911 - $166,733	4,333 Added 3.73%	120,625 $4.64 Million
Q4 2023 Jan 12, 2024	SELL	$31.58 - $36.4 $90,666 - $104,504	-2,871 Reduced 2.41%	116,292 $4.17 Million
Q3 2023 Oct 24, 2023	SELL	$33.36 - $35.96 $122,464 - $132,009	-3,671 Reduced 2.99%	119,163 $3.98 Million
Q2 2023 Jul 13, 2023	SELL	$33.19 - $36.38 $41,454 - $45,438	-1,249 Reduced 1.01%	122,834 $4.18 Million
Q1 2023 Apr 20, 2023	BUY	$33.91 - $38.26 $71,719 - $80,919	2,115 Added 1.73%	124,083 $4.4 Million
Q4 2022 Jan 17, 2023	BUY	$33.07 - $38.07 $1.24 Million - $1.42 Million	37,412 Added 44.25%	121,968 $0
Q3 2022 Oct 17, 2022	BUY	$32.13 - $37.78 $69,914 - $82,209	2,176 Added 2.64%	84,556 $2.72 Million
Q2 2022 Jul 15, 2022	SELL	$34.6 - $39.18 $4,359 - $4,936	-126 Reduced 0.15%	82,380 $2.9 Million
Q1 2022 Apr 20, 2022	SELL	$35.1 - $37.75 $2.32 Million - $2.5 Million	-66,102 Reduced 44.48%	82,506 $3.09 Million
Q4 2021 Feb 14, 2022	BUY	$32.91 - $35.56 $4.89 Million - $5.28 Million	148,608 New	148,608 $5.28 Million

Others Institutions Holding FDL

# of Institutions

432

Shares Held

68.3M

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 Hfg Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hfg Advisors, Inc. with notifications on news.

Account