SUMMIT FINANCIAL WEALTH ADVISORS, LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$14.17M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.77%
quarter
First Trust Morningstar Dividend Leaders Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +116.65% | 213.59K shares | 7.63M | $32.13 | 396.69K |
| Q2 2022 | share | Increase | 0.00% | 183.10K shares | 6.53M | $35.22 | 183.10K |