Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 137,437 shares of FDL stock, worth $5.51 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
137,437
Previous 127,060 8.17%
Holding current value
$5.51 Million
Previous $5.33 Billion 3.81%
% of portfolio
1.03%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$39.59 - $43.95 $410,825 - $456,069
10,377 Added 8.17%
137,437 $5.53 Billion
Q3 2024

Oct 21, 2024
BUY
$37.66 - $42.06 $4.16 Million - $4.65 Million
110,529 Added 668.62%
127,060 $5.33 Billion
Q2 2024

Jul 30, 2024
BUY
$36.38 - $39.01 $601,397 - $644,874
16,531 New
16,531 $627 Million

Others Institutions Holding FDL

# of Institutions
442
Shares Held
69.4M
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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