Buckingham Strategic Wealth, LLC First Tr Morningstar Dividend Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$19.15 - $32.68 $157,834 - $269,348	-8,242 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$25.99 - $30.19 $214,209 - $248,825	8,242 New	8,242 $225,000

Others Institutions Holding FDL

# of Institutions

373

Shares Held

56.7M

Call Options Held

800

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$329 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$273 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$97.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$94.9 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81 Million
0.11% 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.