Fortis Capital Advisors, LLC First Tr Morningstar Dividend Transaction History

Fortis Capital Advisors, LLC

$299 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$33.91 - $38.26 $50,864 - $57,390	-1,500 Reduced 60.0%	1,000 $35.5 Million
Q4 2022 Feb 14, 2023	BUY	$33.07 - $38.07 $82,675 - $95,175	2,500 New	2,500 $91.4 Million

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

$340 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$267 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$219 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.1 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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