Ford Financial Group, LLC First Tr Morningstar Dividend Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$33.07 - $38.07 $120,242 - $138,422	3,636 Added 43.58%	11,980 $437,000
Q3 2022 Oct 11, 2022	BUY	$32.13 - $37.78 $268,092 - $315,236	8,344 New	8,344 $268,000

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

$97.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$95 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81.1 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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