Morris Retirement Advisors, LLC First Trust Dividend Strength Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	SELL	$40.25 - $46.06 $6,601 - $7,553	-164 Reduced 0.19%	88,379 $3.74 Million
Q4 2022 Feb 02, 2023	BUY	$39.61 - $45.29 $102,708 - $117,436	2,593 Added 3.02%	88,543 $3.77 Million
Q3 2022 Oct 14, 2022	BUY	$39.12 - $46.73 $400,471 - $478,375	10,237 Added 13.52%	85,950 $3.45 Million
Q2 2022 Aug 08, 2022	SELL	$40.14 - $48.49 $261,271 - $315,621	-6,509 Reduced 7.92%	75,713 $3.09 Million
Q1 2022 May 10, 2022	BUY	$45.27 - $50.52 $354,871 - $396,026	7,839 Added 10.54%	82,222 $3.93 Million
Q4 2021 Feb 02, 2022	BUY	$47.29 - $51.86 $379,738 - $416,435	8,030 Added 12.1%	74,383 $3.74 Million
Q3 2021 Oct 28, 2021	BUY	$46.03 - $49.68 $158,573 - $171,147	3,445 Added 5.48%	66,353 $3.13 Million
Q2 2021 Jul 29, 2021	BUY	$46.06 - $48.8 $2.9 Million - $3.07 Million	62,908 New	62,908 $3 Million

Others Institutions Holding FTDS

# of Institutions

20

Shares Held

239K

Call Options Held

0

Put Options Held

0

About FIRST TRUST DIVIDEND STRENGTH

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