Clearstead Advisors, LLC First Tr Morningstar Dividend Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$24.81 - $27.46 $16,027 - $17,739	-646 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$19.15 - $32.68 $12,370 - $21,111	646 New	646 $14,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$354 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

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

5.45M
Shares

$228 Million
0.36% 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

$81.4 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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