Comprehensive Financial Consultants Institutional, Inc. First Tr Morningstar Dividend Transaction History

Comprehensive Financial Consultants Institutional, Inc.

  • $296 Million
  • Q4 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 54,605 shares of FDL stock, worth $2.38 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
54,605
Previous 54,241 0.67%
Holding current value
$2.38 Million
Previous $2.35 Million 1.19%
% of portfolio
0.81%
Previous 0.81%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$42.27 - $43.9 $15,386 - $15,979
364 Added 0.67%
54,605 $2.38 Million
Q3 2025

Oct 16, 2025
BUY
$41.96 - $44.59 $42,757 - $45,437
1,019 Added 1.91%
54,241 $2.35 Million
Q2 2025

Jul 22, 2025
SELL
$38.19 - $43.19 $22,723 - $25,698
-595 Reduced 1.11%
53,222 $2.23 Million
Q1 2025

May 15, 2025
BUY
$39.69 - $43.83 $173,762 - $191,887
4,378 Added 8.86%
53,817 $2.34 Million
Q4 2024

Jan 24, 2025
BUY
$39.59 - $43.95 $9,382 - $10,416
237 Added 0.48%
49,439 $1.99 Million
Q3 2024

Oct 31, 2024
SELL
$37.66 - $42.06 $82,061 - $91,648
-2,179 Reduced 4.24%
49,202 $2.06 Million
Q2 2024

Jul 17, 2024
SELL
$36.38 - $39.01 $8,840 - $9,479
-243 Reduced 0.47%
51,381 $1.95 Million
Q1 2024

May 02, 2024
BUY
$35.29 - $38.48 $1.43 Million - $1.56 Million
40,505 Added 364.29%
51,624 $1.99 Million
Q4 2023

Jan 24, 2024
BUY
$31.58 - $36.4 $30,632 - $35,308
970 Added 9.56%
11,119 $398,000
Q3 2023

Nov 13, 2023
BUY
$33.36 - $35.96 $35,128 - $37,865
1,053 Added 11.58%
10,149 $339,000
Q2 2023

Jul 24, 2023
SELL
$33.19 - $36.38 $8,231 - $9,022
-248 Reduced 2.65%
9,096 $309,000
Q1 2023

Apr 19, 2023
BUY
$33.91 - $38.26 $80,163 - $90,446
2,364 Added 33.87%
9,344 $331,000
Q4 2022

Jan 30, 2023
BUY
$33.07 - $38.07 $230,828 - $265,728
6,980 New
6,980 $255,000
Q1 2022

May 11, 2022
SELL
$35.1 - $37.75 $31,133 - $33,484
-887 Closed
0 $0
Q4 2021

Mar 10, 2022
BUY
$32.91 - $35.56 $29,191 - $31,541
887 New
887 $32,000

Others Institutions Holding FDL

# of Institutions
471
Shares Held
86.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

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