Ipsen Advisor Group LLC First Tr Morningstar Dividend Transaction History

Ipsen Advisor Group LLC

$86.8 Billion
Q4 2022

A detailed history of Ipsen Advisor Group LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 15,447 shares of FDL stock, worth $676,269. This represents 0.65% of its overall portfolio holdings.

Number of Shares

15,447

Holding current value

$676,269

% of portfolio

0.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$33.07 - $38.07 $510,832 - $588,067	15,447 New	15,447 $565 Million

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$370 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$290 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$239 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$108 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$85.1 Million
0.11% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Ipsen Advisor Group LLC First Tr Morningstar Dividend Transaction History