Sound View Wealth Advisors Group, LLC First Tr Morningstar Dividend Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 19,500 shares of FDL stock, worth $846,885. This represents 0.07% of its overall portfolio holdings.

Number of Shares

19,500

Previous 20,779 6.16%

Holding current value

$846,885

Previous $836,000 1.32%

% of portfolio

0.07%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$39.69 - $43.83 $50,763 - $56,058	-1,279 Reduced 6.16%	19,500 $847,000
Q4 2024 Feb 07, 2025	SELL	$39.59 - $43.95 $12,945 - $14,371	-327 Reduced 1.55%	20,779 $836,000
Q3 2024 Nov 12, 2024	BUY	$37.66 - $42.06 $94,037 - $105,023	2,497 Added 13.42%	21,106 $885,000
Q2 2024 Aug 05, 2024	BUY	$36.38 - $39.01 $41,145 - $44,120	1,131 Added 6.47%	18,609 $705,000
Q1 2024 May 09, 2024	SELL	$35.29 - $38.48 $47,923 - $52,255	-1,358 Reduced 7.21%	17,478 $672,000
Q4 2023 Feb 08, 2024	BUY	$31.58 - $36.4 $46,106 - $53,144	1,460 Added 8.4%	18,836 $675,000
Q3 2023 Nov 07, 2023	BUY	$33.36 - $35.96 $13,210 - $14,240	396 Added 2.33%	17,376 $581,000
Q2 2023 Aug 08, 2023	BUY	$33.19 - $36.38 $5,941 - $6,512	179 Added 1.07%	16,980 $577,000
Q1 2023 May 12, 2023	BUY	$33.91 - $38.26 $369,754 - $417,187	10,904 Added 184.91%	16,801 $596,000
Q4 2022 Feb 08, 2023	BUY	$33.07 - $38.07 $195,013 - $224,498	5,897 New	5,897 $215,000
Q2 2022 Aug 05, 2022	SELL	$34.6 - $39.18 $40,239 - $45,566	-1,163 Reduced 16.3%	5,972 $210,000
Q1 2022 May 11, 2022	BUY	$35.1 - $37.75 $7,686 - $8,267	219 Added 3.17%	7,135 $267,000
Q4 2021 Jan 20, 2022	BUY	$32.91 - $35.56 $756 - $817	23 Added 0.33%	6,916 $246,000
Q3 2021 Oct 21, 2021	SELL	$32.62 - $34.39 $456 - $481	-14 Reduced 0.2%	6,893 $226,000
Q2 2021 Jul 21, 2021	BUY	$32.86 - $35.14 $226,964 - $242,711	6,907 New	6,907 $229,000

Others Institutions Holding FDL

# of Institutions

479

Shares Held

78.5M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC First Tr Morningstar Dividend Transaction History