Sightline Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 7,554 shares of FDL stock, worth $305,634. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,554
Previous 12,752 40.76%
Holding current value
$305,634
Previous $483,000 34.58%
% of portfolio
0.17%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$37.66 - $42.06 $195,756 - $218,627
-5,198 Reduced 40.76%
7,554 $316,000
Q2 2024

Aug 02, 2024
SELL
$36.38 - $39.01 $69,667 - $74,704
-1,915 Reduced 13.06%
12,752 $483,000
Q1 2024

Apr 24, 2024
SELL
$35.29 - $38.48 $96,447 - $105,165
-2,733 Reduced 15.71%
14,667 $564,000
Q4 2023

Jan 23, 2024
SELL
$31.58 - $36.4 $215,880 - $248,830
-6,836 Reduced 28.21%
17,400 $624,000
Q3 2023

Nov 01, 2023
SELL
$33.36 - $35.96 $1.22 Million - $1.31 Million
-36,430 Reduced 60.05%
24,236 $810,000
Q2 2023

Jul 14, 2023
BUY
$33.19 - $36.38 $131,830 - $144,501
3,972 Added 7.01%
60,666 $2.06 Million
Q1 2023

May 02, 2023
BUY
$33.91 - $38.26 $521,874 - $588,821
15,390 Added 37.26%
56,694 $2.01 Million
Q4 2022

Jan 26, 2023
BUY
$33.07 - $38.07 $538,181 - $619,551
16,274 Added 65.02%
41,304 $0
Q3 2022

Oct 26, 2022
BUY
$32.13 - $37.78 $243,706 - $286,561
7,585 Added 43.48%
25,030 $830,000
Q2 2022

Jul 15, 2022
BUY
$34.6 - $39.18 $65,048 - $73,658
1,880 Added 12.08%
17,445 $611,000
Q1 2022

Apr 29, 2022
BUY
$35.1 - $37.75 $268,444 - $288,712
7,648 Added 96.6%
15,565 $583,000
Q4 2021

Jan 26, 2022
BUY
$32.91 - $35.56 $260,548 - $281,528
7,917 New
7,917 $281,000

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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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