Ifp Advisors, Inc First Tr Morningstar Dividend Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

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 $2.07 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

47,241

Previous 64,380 26.62%

Holding current value

$2.07 Million

Previous $2.48 Million 27.69%

% of portfolio

0.07%

Previous 0.11%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

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