Fortitude Advisory Group L.L.C. First Tr Morningstar Dividend Transaction History

Fortitude Advisory Group L.L.C.

$157 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$34.6 - $39.18 $116,740 - $132,193	-3,374 Closed	0 $0
Q4 2021 May 20, 2022	BUY	$32.91 - $35.56 $111,038 - $119,979	3,374 New	3,374 $120,000

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

$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

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