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 $1.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,112
Previous 27,989 11.16%
Holding current value
$1.3 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

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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