Financial Harvest, LLC First Tr Morningstar Dividend Transaction History

Financial Harvest, LLC

$118 Billion
Q4 2024

A detailed history of Financial Harvest, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Financial Harvest, LLC holds 9,063 shares of FDL stock, worth $376,386. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,063

Holding current value

$376,386

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$39.59 - $43.95 $358,804 - $398,318	9,063 New	9,063 $365 Million

Others Institutions Holding FDL

# of Institutions

406

Shares Held

60.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$351 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$276 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$102 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$80.7 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$75 Million
0.02% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

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Financial Harvest, LLC First Tr Morningstar Dividend Transaction History