Ergawealth Advisors, Inc. First Tr Morningstar Dividend Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q3 2024

A detailed history of Ergawealth Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 21,478 shares of FDL stock, worth $852,461. This represents 0.45% of its overall portfolio holdings.

Number of Shares

21,478

Previous 30,196 28.87%

Holding current value

$852,461

Previous $1.15 Billion 21.33%

% of portfolio

0.45%

Previous 0.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$37.66 - $42.06 $328,319 - $366,679	-8,718 Reduced 28.87%	21,478 $901 Million
Q2 2024 Jul 19, 2024	SELL	$36.38 - $39.01 $823,825 - $883,381	-22,645 Reduced 42.85%	30,196 $1.15 Billion
Q1 2024 Apr 29, 2024	SELL	$35.29 - $38.48 $1.39 Million - $1.52 Million	-39,411 Reduced 42.72%	52,841 $2.03 Billion
Q4 2023 Jan 30, 2024	SELL	$31.58 - $36.4 $1.38 Million - $1.59 Million	-43,675 Reduced 32.13%	92,252 $3.31 Billion
Q3 2023 Oct 30, 2023	SELL	$33.36 - $35.96 $1.73 Million - $1.87 Million	-51,941 Reduced 27.65%	135,927 $4.55 Billion
Q2 2023 Jul 17, 2023	BUY	$33.19 - $36.38 $468,775 - $513,831	14,124 Added 8.13%	187,868 $6.39 Billion
Q1 2023 May 02, 2023	BUY	$33.91 - $38.26 $2.04 Million - $2.31 Million	60,259 Added 53.1%	173,744 $6.17 Billion
Q4 2022 Apr 14, 2023	BUY	$33.07 - $38.07 $3.75 Million - $4.32 Million	113,485 New	113,485 $4.15 Billion

Others Institutions Holding FDL

# of Institutions

393

Shares Held

59.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Account

Ergawealth Advisors, Inc. First Tr Morningstar Dividend Transaction History