Roi Financial Advisors, LLC First Tr Morningstar Dividend Transaction History

Roi Financial Advisors, LLC

  • $127 Billion
  • Q1 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 71,710 shares of FDL stock, worth $2.7 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
71,710
Previous 73,999 3.09%
Holding current value
$2.7 Million
Previous $2.66 Billion 3.92%
% of portfolio
2.17%
Previous 2.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
378
Shares Held
57.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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