Wealth Advisors, Inc. First Tr Morningstar Dividend Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$19.15 - $32.68 $1.55 Million - $2.64 Million	-80,790 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$29.94 - $32.68 $2.42 Million - $2.64 Million	80,790 New	80,790 $2.55 Million

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

Ticker FDL
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