Strategic Wealth Advisors Group, LLC First Tr Morningstar Dividend Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 31,112 shares of FDL stock, worth $1.26 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,112
Previous 27,989 11.16%
Holding current value
$1.26 Million
Previous $989,000 1.11%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$32.13 - $37.78 $100,341 - $117,986
3,123 Added 11.16%
31,112 $1 Million
Q2 2022

Aug 12, 2022
BUY
$34.6 - $39.18 $399,906 - $452,842
11,558 Added 70.34%
27,989 $989,000
Q1 2022

May 10, 2022
BUY
$35.1 - $37.75 $160,196 - $172,291
4,564 Added 38.46%
16,431 $614,000
Q4 2021

Feb 16, 2022
BUY
$32.91 - $35.56 $30,639 - $33,106
931 Added 8.51%
11,867 $423,000
Q3 2021

Nov 17, 2021
BUY
$32.62 - $34.39 $356,732 - $376,089
10,936 New
10,936 $359,000
Q1 2020

May 05, 2020
SELL
$19.15 - $32.68 $209,922 - $358,238
-10,962 Closed
0 $0
Q4 2019

Feb 10, 2020
SELL
$29.94 - $32.68 $8.18 Million - $8.93 Million
-273,196 Reduced 96.14%
10,962 $357,000
Q3 2019

Nov 04, 2019
BUY
$29.15 - $31.57 $46,494 - $50,354
1,595 Added 0.56%
284,158 $8.69 Million
Q2 2019

Aug 13, 2019
BUY
$28.96 - $30.64 $7.4 Million - $7.83 Million
255,399 Added 940.21%
282,563 $8.67 Million
Q3 2017

Nov 07, 2017
SELL
$28.97 - $29.04 $2.95 Million - $2.96 Million
-101,770 Reduced 78.93%
27,164 $788,000
Q2 2017

Aug 16, 2017
BUY
N/A
128,934
128,934 $3.63 Million

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email