A detailed history of Ifp Advisors, Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ifp Advisors, Inc holds 47,241 shares of FDL stock, worth $1.98 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
47,241
Previous 64,380 26.62%
Holding current value
$1.98 Million
Previous $2.48 Million 27.69%
% of portfolio
0.07%
Previous 0.11%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$36.38 - $39.01 $623,516 - $668,592
-17,139 Reduced 26.62%
47,241 $1.79 Million
Q1 2024

Jul 30, 2024

BUY
$35.29 - $38.48 $394,012 - $429,629
11,165 Added 20.98%
64,380 $2.48 Million
Q4 2023

Jan 09, 2024

BUY
$31.58 - $36.4 $814,227 - $938,501
25,783 Added 93.99%
53,215 $1.91 Million
Q3 2023

Oct 12, 2023

BUY
$33.36 - $35.96 $138,310 - $149,090
4,146 Added 17.8%
27,432 $917,000
Q2 2023

Aug 04, 2023

BUY
$33.19 - $36.38 $70,395 - $77,161
2,121 Added 10.02%
23,286 $791,000
Q1 2023

Apr 18, 2023

SELL
$33.91 - $38.26 $3.75 Million - $4.23 Million
-110,535 Reduced 83.93%
21,165 $751,000
Q4 2022

Feb 07, 2023

SELL
$33.07 - $38.07 $163,894 - $188,674
-4,956 Reduced 3.63%
131,700 $3.78 Million
Q3 2022

Nov 08, 2022

BUY
$32.13 - $37.78 $294,599 - $346,404
9,169 Added 7.19%
136,656 $3.93 Million
Q2 2022

Sep 06, 2022

BUY
$34.6 - $39.18 $4.41 Million - $4.99 Million
127,487 New
127,487 $3.67 Million
Q2 2022

Aug 12, 2022

SELL
$34.6 - $39.18 $4.41 Million - $4.99 Million
-127,487 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$35.1 - $37.75 $4.18 Million - $4.49 Million
119,016 Added 1404.98%
127,487 $4.77 Million
Q1 2022

Aug 08, 2022

BUY
$35.1 - $37.75 $135,310 - $145,526
3,855 Added 83.51%
8,471 $317,000
Q2 2021

Jul 13, 2021

SELL
$32.86 - $35.14 $4,534 - $4,849
-138 Reduced 2.9%
4,616 $153,000
Q1 2021

Apr 30, 2021

SELL
$29.2 - $32.92 $6,628 - $7,472
-227 Reduced 4.56%
4,754 $155,000
Q4 2020

Jan 25, 2021

SELL
$25.5 - $30.51 $31,951 - $38,229
-1,253 Reduced 20.1%
4,981 $149,000
Q1 2020

May 12, 2020

BUY
$19.15 - $32.68 $115,608 - $197,289
6,037 Added 3064.47%
6,234 $142,000
Q4 2019

Jan 17, 2020

SELL
$29.94 - $32.68 $1.06 Million - $1.16 Million
-35,435 Reduced 99.45%
197 $6,000
Q3 2019

Nov 07, 2019

BUY
$29.15 - $31.57 $367,056 - $397,529
12,592 Added 54.65%
35,632 $1.1 Million
Q1 2019

May 15, 2019

SELL
$27.03 - $30.26 $1.15 Million - $1.29 Million
-42,558 Reduced 64.88%
23,040 $697,000
Q4 2018

Jan 23, 2019

SELL
$25.99 - $30.19 $90,393 - $105,000
-3,478 Reduced 5.04%
65,598 $1.79 Million
Q3 2018

Oct 25, 2018

SELL
$28.49 - $30.14 $102,108 - $108,021
-3,584 Reduced 4.93%
69,076 $0
Q2 2018

Aug 07, 2018

SELL
$27.65 - $29.13 $131,586 - $138,629
-4,759 Reduced 6.15%
72,660 $0
Q1 2018

Jun 03, 2019

BUY
$27.43 - $31.14 $66,709 - $75,732
2,432 Added 3.24%
77,419 $2.33 Million
Q1 2018

May 09, 2018

SELL
$27.43 - $31.14 $66,709 - $75,732
-2,432 Reduced 3.14%
74,987 $0
Q4 2017

Jan 24, 2018

SELL
$28.72 - $30.44 $121,140 - $128,395
-4,218 Reduced 5.17%
77,419 $0
Q3 2017

Oct 30, 2017

SELL
$28.97 - $29.04 $29,288 - $29,359
-1,011 Reduced 1.22%
81,637 $2.37 Million
Q2 2017

Jun 03, 2019

BUY
N/A
8,036 Added 10.77%
82,648 $2.33 Million
Q1 2017

Jun 03, 2019

BUY
N/A
2,941 Added 4.1%
74,612 $2.15 Million
Q4 2016

Jun 03, 2019

SELL
N/A
-21,358 Reduced 22.96%
71,671 $1.99 Million
Q2 2016

Jun 03, 2019

BUY
N/A
69,989 Added 303.77%
93,029 $2.5 Million
Q1 2016

Jun 03, 2019

BUY
N/A
23,040
23,040 $697,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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