Ballew Advisors, Inc First Tr Morningstar Dividend Transaction History

Ballew Advisors, Inc

$146 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 06, 2023	SELL	$33.36 - $35.96 $4,837 - $5,214	-145 Reduced 2.04%	6,946 $232,000
Q1 2023 Jul 06, 2023	BUY	$33.91 - $38.26 $240,455 - $271,301	7,091 New	7,091 $251,000

Others Institutions Holding FDL

# of Institutions

392

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$357 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$280 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$230 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$104 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$82 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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