Mesirow Financial Investment Management, Inc. First Tr Morningstar Dividend Transaction History

Mesirow Financial Investment Management, Inc.

$21.2 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$35.29 - $38.48 $431,102 - $470,071	12,216 New	12,216 $470,000
Q4 2023 Feb 13, 2024	BUY	$31.58 - $36.4 $385,781 - $444,662	12,216 New	12,216 $438,000

Others Institutions Holding FDL

# of Institutions

372

Shares Held

58.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.26M
Shares

$328 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$263 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.34M
Shares

$92.9 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$82.5 Million
0.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$77 Million
0.11% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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