V Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$32.13 - $37.78 $353,494 - $415,655	11,002 New	11,002 $353,000
Q3 2019 Nov 14, 2019	SELL	$29.15 - $31.57 $234,132 - $253,570	-8,032 Closed	0 $0
Q2 2019 Jul 29, 2019	SELL	$28.96 - $30.64 $3,793 - $4,013	-131 Reduced 1.6%	8,032 $247,000
Q1 2019 May 16, 2019	SELL	$27.03 - $30.26 $131,771 - $147,517	-4,875 Reduced 37.39%	8,163 $247,000
Q4 2018 Jan 24, 2019	SELL	$25.99 - $30.19 $259 - $301	-10 Reduced 0.08%	13,038 $365,000
Q3 2018 Oct 31, 2018	SELL	$28.49 - $30.14 $118,176 - $125,020	-4,148 Reduced 24.12%	13,048 $387,000
Q2 2018 Jul 16, 2018	SELL	$27.65 - $29.13 $133,991 - $141,163	-4,846 Reduced 21.99%	17,196 $502,000
Q1 2018 Apr 11, 2018	BUY	$27.43 - $31.14 $87,364 - $99,180	3,185 Added 16.89%	22,042 $609,000
Q4 2017 Jan 19, 2018	BUY	$28.72 - $30.44 $23,665 - $25,082	824 Added 4.57%	18,857 $574,000
Q3 2017 Oct 12, 2017	BUY	$28.97 - $29.04 $522,416 - $523,678	18,033	18,033 $522,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$342 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$268 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$221 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.8 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.6 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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