Summit Financial Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 208,142 shares of FDL stock, worth $8.68 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
208,142
Previous 204,208 1.93%
Holding current value
$8.68 Million
Previous $7.75 Million 12.73%
% of portfolio
1.73%
Previous 1.76%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$37.66 - $42.06 $148,154 - $165,464
3,934 Added 1.93%
208,142 $8.73 Million
Q2 2024

Aug 12, 2024
SELL
$36.38 - $39.01 $235,960 - $253,018
-6,486 Reduced 3.08%
204,208 $7.75 Million
Q1 2024

May 02, 2024
SELL
$35.29 - $38.48 $17.9 Million - $19.5 Million
-507,619 Reduced 70.67%
210,694 $8.11 Million
Q4 2023

Jan 19, 2024
SELL
$31.58 - $36.4 $1.07 Million - $1.23 Million
-33,790 Reduced 4.49%
718,313 $25.8 Million
Q3 2023

Nov 13, 2023
SELL
$33.36 - $35.96 $2.42 Million - $2.61 Million
-72,513 Reduced 8.79%
752,103 $25.2 Million
Q2 2023

Jul 12, 2023
SELL
$33.19 - $36.38 $220,447 - $241,635
-6,642 Reduced 0.8%
824,616 $28 Million
Q1 2023

Apr 10, 2023
BUY
$33.91 - $38.26 $14 Million - $15.8 Million
412,331 Added 98.43%
831,258 $29.5 Million
Q4 2022

Jan 17, 2023
BUY
$33.07 - $38.07 $735,079 - $846,219
22,228 Added 5.6%
418,927 $0
Q3 2022

Oct 28, 2022
BUY
$32.13 - $37.78 $6.86 Million - $8.07 Million
213,593 Added 116.65%
396,699 $14.2 Million
Q2 2022

Jul 26, 2022
BUY
$34.6 - $39.18 $6.34 Million - $7.17 Million
183,106 New
183,106 $6.54 Million

Others Institutions Holding FDL

# of Institutions
400
Shares Held
59.9M
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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