Waterloo Capital, L.P. First Tr Morningstar Dividend Transaction History

Waterloo Capital, L.P.

$916 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$35.29 - $38.48 $48,664 - $53,063	1,379 Added 18.29%	8,918 $343 Million
Q4 2023 Feb 13, 2024	BUY	$31.58 - $36.4 $238,081 - $274,419	7,539 New	7,539 $270 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

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