Spectrum Wealth Advisory Group, LLC First Tr Morningstar Dividend Transaction History

Spectrum Wealth Advisory Group, LLC

  • $212 Million
  • Q4 2024

A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 41,150 shares of FDL stock, worth $1.71 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
41,150
Previous 59,888 31.29%
Holding current value
$1.71 Million
Previous $2.51 Million 34.08%
% of portfolio
0.78%
Previous 1.41%

Shares

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

Jan 30, 2025
SELL
$39.59 - $43.95 $741,837 - $823,535
-18,738 Reduced 31.29%
41,150 $1.66 Million
Q3 2024

Nov 07, 2024
SELL
$37.66 - $42.06 $8.31 Million - $9.28 Million
-220,753 Reduced 78.66%
59,888 $2.51 Million
Q2 2024

Aug 07, 2024
BUY
$36.38 - $39.01 $531,075 - $569,467
14,598 Added 5.49%
280,641 $10.6 Million
Q1 2024

Apr 18, 2024
BUY
$35.29 - $38.48 $167,380 - $182,510
4,743 Added 1.82%
266,043 $10.2 Million
Q4 2023

Jan 25, 2024
BUY
$31.58 - $36.4 $68,212 - $78,624
2,160 Added 0.83%
261,300 $9.38 Million
Q3 2023

Oct 25, 2023
BUY
$33.36 - $35.96 $135,174 - $145,709
4,052 Added 1.59%
259,140 $8.67 Million
Q2 2023

Jul 20, 2023
BUY
$33.19 - $36.38 $1.67 Million - $1.83 Million
50,176 Added 24.49%
255,088 $8.68 Million
Q1 2023

May 10, 2023
SELL
$33.91 - $38.26 $1.25 Million - $1.41 Million
-36,859 Reduced 15.25%
204,912 $7.27 Million
Q4 2022

Jan 25, 2023
SELL
$33.07 - $38.07 $67,198 - $77,358
-2,032 Reduced 0.83%
241,771 $0
Q3 2022

Oct 24, 2022
SELL
$32.13 - $37.78 $8,450 - $9,936
-263 Reduced 0.11%
243,803 $7.83 Million
Q2 2022

Jul 29, 2022
BUY
$34.6 - $39.18 $8.44 Million - $9.56 Million
244,066 New
244,066 $8.6 Million

Others Institutions Holding FDL

# of Institutions
401
Shares Held
60.1M
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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