Wealthgarden F.S. LLC First Tr Morningstar Dividend Transaction History

Wealthgarden F.S. LLC

$140 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$37.66 - $42.06 $781,256 - $872,534	20,745 New	20,745 $870 Million

Others Institutions Holding FDL

# of Institutions

474

Shares Held

85.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$533 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.89M
Shares

$344 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.51M
Shares

$197 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4M
Shares

$174 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.16M
Shares

$138 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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