Beacon Financial Group First Tr Morningstar Dividend Transaction History
Beacon Financial Group
- $896 Million
- Q2 2025
A detailed history of Beacon Financial Group transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Beacon Financial Group holds 501,128 shares of FDL stock, worth $21.4 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
501,128
Previous 515,183
2.73%
Holding current value
$21.4 Million
Previous $22 Million
4.82%
% of portfolio
2.34%
Previous 2.54%
Shares
28 transactions
Others Institutions Holding FDL
# of Institutions
473Shares Held
78.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio