Hbw Advisory Services LLC First Tr Morningstar Dividend Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 05, 2023	SELL	$33.19 - $36.38 $554,804 - $608,128	-16,716 Reduced 71.41%	6,694 $228,000
Q1 2023 Apr 07, 2023	BUY	$33.91 - $38.26 $793,833 - $895,666	23,410 New	23,410 $831,000

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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