Retirement Planning CO Of New England, Inc. First Tr Morningstar Dividend Transaction History

Retirement Planning CO Of New England, Inc.

$182 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$35.1 - $37.75 $72,972 - $78,482	-2,079 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$32.91 - $35.56 $68,419 - $73,929	2,079 New	2,079 $73,000

Others Institutions Holding FDL

# of Institutions

378

Shares Held

57.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.26M
Shares

$311 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$250 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.34M
Shares

$88.1 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$78.2 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.81M
Shares

$68.2 Million
0.02% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

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