Bedel Financial Consulting, Inc. First Tr Morningstar Dividend Transaction History

Bedel Financial Consulting, Inc.

$691 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$34.6 - $39.18 $149,748 - $169,571	-4,328 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$27.43 - $31.14 $118,717 - $134,773	4,328 New	4,328 $122,000

Others Institutions Holding FDL

# of Institutions

380

Shares Held

62.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$335 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$278 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$232 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$99.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$96.6 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.