Roi Financial Advisors, LLC First Tr Morningstar Dividend Transaction History

Roi Financial Advisors, LLC

  • $147 Billion
  • Q4 2024

A detailed history of Roi Financial Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 74,419 shares of FDL stock, worth $3.2 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
74,419
Previous 73,646 1.05%
Holding current value
$3.2 Million
Previous $3.09 Billion 3.02%
% of portfolio
2.04%
Previous 2.13%

Shares

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

Feb 12, 2025
BUY
$39.59 - $43.95 $30,603 - $33,973
773 Added 1.05%
74,419 $3 Billion
Q3 2024

Nov 05, 2024
BUY
$37.66 - $42.06 $80,215 - $89,587
2,130 Added 2.98%
73,646 $3.09 Billion
Q2 2024

Aug 09, 2024
SELL
$36.38 - $39.01 $7,057 - $7,567
-194 Reduced 0.27%
71,516 $2.74 Billion
Q1 2024

May 13, 2024
SELL
$35.29 - $38.48 $80,778 - $88,080
-2,289 Reduced 3.09%
71,710 $2.76 Billion
Q4 2023

Feb 13, 2024
BUY
$31.58 - $36.4 $2.34 Million - $2.69 Million
73,999 New
73,999 $2.66 Billion

Others Institutions Holding FDL

# of Institutions
432
Shares Held
68.3M
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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