Bank Plus Trust Department First Tr Morningstar Dividend Transaction History

Bank Plus Trust Department

$305 Billion
Q4 2024

A detailed history of Bank Plus Trust Department transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bank Plus Trust Department holds 110 shares of FDL stock, worth $4,582. This represents 0.0% of its overall portfolio holdings.

Number of Shares

110

Holding current value

$4,582

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$39.59 - $43.95 $4,354 - $4,834	110 New	110 $4.43 Million

Others Institutions Holding FDL

# of Institutions

406

Shares Held

60.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$352 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$276 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$103 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$75.2 Million
0.02% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Bank Plus Trust Department First Tr Morningstar Dividend Transaction History