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 $1.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

31,112

Previous 27,989 11.16%

Holding current value

$1.17 Million

Previous $989,000 1.11%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$33.06 - $37.78 $103,246 - $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

378

Shares Held

57.9M

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