Lloyd Advisory Services, Llc. First Tr Morningstar Dividend Transaction History

Lloyd Advisory Services, Llc.

$117 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$35.29 - $38.48 $9.69 Million - $10.6 Million	274,632 New	274,632 $10.6 Million

Others Institutions Holding FDL

# of Institutions

430

Shares Held

68.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$395 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$303 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$137 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$130 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$119 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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