Peterson Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Peterson Wealth Advisors, LLC

$445 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$19.15 - $32.68 $206,092 - $351,702	-10,762 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$29.94 - $32.68 $49,969 - $54,542	1,669 Added 18.35%	10,762 $351,000
Q3 2019 Oct 17, 2019	BUY	$29.15 - $31.57 $3,235 - $3,504	111 Added 1.24%	9,093 $282,000
Q2 2019 Jul 15, 2019	BUY	$28.96 - $30.64 $2,143 - $2,267	74 Added 0.83%	8,982 $275,000
Q1 2019 Apr 16, 2019	BUY	$27.03 - $30.26 $1,811 - $2,027	67 Added 0.76%	8,908 $271,000
Q4 2018 Jan 29, 2019	BUY	$25.99 - $30.19 $2,936 - $3,411	113 Added 1.29%	8,841 $241,000
Q3 2018 Oct 17, 2018	BUY	$28.49 - $30.14 $1,965 - $2,079	69 Added 0.8%	8,728 $260,000
Q2 2018 Jul 18, 2018	SELL	$27.65 - $29.13 $173,669 - $182,965	-6,281 Reduced 42.04%	8,659 $248,000
Q1 2018 Apr 20, 2018	SELL	$27.43 - $31.14 $80,095 - $90,928	-2,920 Reduced 16.35%	14,940 $422,000
Q4 2017 Mar 19, 2018	BUY	$28.72 - $30.44 $512,939 - $543,658	17,860	17,860 $537,000

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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