Roi Financial Advisors, LLC First Tr Morningstar Dividend Transaction History

Roi Financial Advisors, LLC

$145 Billion
Q3 2024

A detailed history of Roi Financial Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 73,646 shares of FDL stock, worth $2.96 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

73,646

Previous 71,516 2.98%

Holding current value

$2.96 Million

Previous $2.74 Billion 12.8%

% of portfolio

2.13%

Previous 1.99%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$37.66 - $42.06 $80,215 - $89,587	2,130 Added 2.98%	73,646 $3.09 Billion
Q2 2024 Aug 09, 2024	SELL	$36.38 - $39.01 $7,057 - $7,567	-194 Reduced 0.27%	71,516 $2.74 Billion
Q1 2024 May 13, 2024	SELL	$35.29 - $38.48 $80,778 - $88,080	-2,289 Reduced 3.09%	71,710 $2.76 Billion
Q4 2023 Feb 13, 2024	BUY	$31.58 - $36.4 $2.34 Million - $2.69 Million	73,999 New	73,999 $2.66 Billion

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

Ticker FDL
Sector ETFs
Industry ETFs

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Roi Financial Advisors, LLC First Tr Morningstar Dividend Transaction History