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 $5.13 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

117,803

Previous 118,576 0.65%

Holding current value

$5.13 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

68.4M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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