Horan Securities, Inc. First Tr Morningstar Dividend Transaction History

Horan Securities, Inc.

$231 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$29.94 - $32.68 $16,167 - $17,647	-540 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	$28.96 - $30.64 $15,638 - $16,545	540 New	540 $17,000

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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