Householder Group Estate & Retirement Specialist, LLC First Tr Morningstar Dividend Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 7,988 shares of FDL stock, worth $346,519. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,988

Previous 8,238 3.03%

Holding current value

$346,519

Previous $345,000 6.96%

% of portfolio

0.24%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$39.59 - $43.95 $9,897 - $10,987	-250 Reduced 3.03%	7,988 $321,000
Q3 2024 Oct 18, 2024	SELL	$37.66 - $42.06 $4,142 - $4,626	-110 Reduced 1.32%	8,238 $345,000
Q2 2024 Jul 17, 2024	SELL	$36.38 - $39.01 $3,638 - $3,901	-100 Reduced 1.18%	8,348 $316,000
Q3 2023 Oct 10, 2023	BUY	$33.36 - $35.96 $93,441 - $100,723	2,801 Added 49.6%	8,448 $282,000
Q1 2023 Apr 13, 2023	BUY	$33.91 - $38.26 $191,489 - $216,054	5,647 New	5,647 $200,000
Q3 2022 Oct 11, 2022	BUY	$32.13 - $37.78 $148,119 - $174,165	4,610 New	4,610 $148,000

Others Institutions Holding FDL

# of Institutions

426

Shares Held

68.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Householder Group Estate & Retirement Specialist, LLC First Tr Morningstar Dividend Transaction History