Blue Chip Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

Blue Chip Wealth Advisors LLC

$180 Billion
Q4 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 164,543 shares of FDL stock, worth $7.01 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

164,543

Previous 156,776 4.95%

Holding current value

$7.01 Million

Previous $6.58 Billion 0.73%

% of portfolio

3.67%

Previous 3.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$39.59 - $43.95 $307,495 - $341,359	7,767 Added 4.95%	164,543 $6.62 Billion
Q3 2024 Nov 14, 2024	SELL	$37.66 - $42.06 $18,604 - $20,777	-494 Reduced 0.31%	156,776 $6.58 Billion
Q2 2024 Aug 12, 2024	BUY	$36.38 - $39.01 $1.07 Million - $1.14 Million	29,341 Added 22.94%	157,270 $5.97 Billion
Q1 2024 Apr 30, 2024	BUY	$35.29 - $38.48 $646,336 - $704,761	18,315 Added 16.71%	127,929 $4.92 Billion
Q4 2023 Mar 15, 2024	BUY	$31.58 - $36.4 $3.46 Million - $3.99 Million	109,614 New	109,614 $3.93 Billion

Others Institutions Holding FDL

# of Institutions

419

Shares Held

65.7M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Blue Chip Wealth Advisors LLC First Tr Morningstar Dividend Transaction History