Clearwater Capital Advisors, LLC First Tr Morningstar Dividend Transaction History

Clearwater Capital Advisors, LLC

$892 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 16, 2018	SELL	$27.65 - $29.13 $8,543 - $9,001	-309 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$27.43 - $31.14 $8,475 - $9,622	309 New	309 $9,000

Others Institutions Holding FDL

# of Institutions

378

Shares Held

57.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.26M
Shares

$311 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$250 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.34M
Shares

$88.1 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$78.2 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.81M
Shares

$68.2 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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