Dynamic Advisor Solutions LLC First Tr Morningstar Dividend Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 01, 2018	SELL	$27.43 - $31.14 $8.5 Million - $9.65 Million	-309,829 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$28.72 - $30.44 $8.9 Million - $9.43 Million	309,829	309,829 $9.32 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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