Lion Street Advisors, LLC First Tr Morningstar Dividend Call Options Transaction History

Lion Street Advisors, LLC

$317 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

480

Shares Held

81.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$516 Million
0.18% of portfolio
Morgan Stanley New York, NY

7.48M
Shares

$326 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.23M
Shares

$184 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$170 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.07M
Shares

$134 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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