Latest Institutional Transactions on First Tr Morningstar Dividend (FDL)
This table provides information on the latest institutional transactions involving First Tr Morningstar Dividend (FDL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
363K+ 4.86% |
$13.9M - $15.7M
|
7.84M
$342M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
24+ 0.07% |
$917 - $1.04K
|
32.7K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-258K- 94.42% |
$9.87M - $11.2M
|
15.3K
$665K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
29+ 0.41% |
$1.11K - $1.25K
|
7.05K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-445- 3.93% |
$17K - $19.2K
|
10.9K
$474K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.9K+ 9.7% |
$646K - $730K
|
191K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
328+ 2.83% |
$12.5K - $14.2K
|
11.9K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.3K+ 5.84% |
$126K - $142K
|
59.8K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.37K- 24.1% |
$129K - $146K
|
10.6K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.42K+ 2.67% |
$130K - $147K
|
132K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 1316.81% |
$5.03M - $5.69M
|
142K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
590K+ 17.77% |
$22.5M - $25.5M
|
3.91M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 23.66% |
$656K - $742K
|
89.8K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
247K+ 13.66% |
$9.44M - $10.7M
|
2.06M
$89.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.25K+ 14.06% |
$200K - $227K
|
42.6K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 6.17% |
$5.58M - $6.31M
|
2.52M
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.85K- 13.47% |
$376K - $425K
|
63.3K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262K+ 9.34% |
$10M - $11.3M
|
3.07M
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
145+ 0.54% |
$5.54K - $6.26K
|
27.1K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
333New |
$12.7K - $14.4K
|
333
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-939- 7.92% |
$35.9K - $40.6K
|
10.9K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
173+ 0.45% |
$6.61K - $7.47K
|
38.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.9K+ 40.84% |
$2.9M - $3.28M
|
262K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18K+ 18.94% |
$689K - $779K
|
113K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
29.8K+ 1.27% |
$1.14M - $1.29M
|
2.38M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-899- 7.02% |
$34.3K - $38.8K
|
11.9K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.47K+ 48.87% |
$171K - $193K
|
13.6K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
190+ 0.31% |
$7.26K - $8.21K
|
61.2K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.5K+ 20.53% |
$822K - $930K
|
126K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 7.34% |
$393K - $444K
|
150K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372+ 1.19% |
$14.2K - $16.1K
|
31.7K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.5K+ 78.65% |
$172K - $194K
|
10.2K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.16K- 30.16% |
$82.5K - $93.2K
|
5K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.84KNew |
$376K - $425K
|
9.84K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-278- 2.68% |
$10.6K - $12K
|
10.1K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.5K- 2.95% |
$57.1K - $64.6K
|
49.3K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
412K+ 10.79% |
$15.7M - $17.8M
|
4.23M
$184M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
8+ 1.13% |
$306 - $346
|
714
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
29.9KNew |
$1.14M - $1.29M
|
29.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314+ 3140.0% |
$12K - $13.6K
|
324
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82K+ 26.56% |
$3.13M - $3.54M
|
391K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.97K+ 56.29% |
$304K - $344K
|
22.1K
$964K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
611+ 0.75% |
$23.3K - $26.4K
|
82.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$869K - $983K
|
22.8K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-13.8K- 74.19% |
$529K - $598K
|
4.82K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.83K- 21.45% |
$108K - $122K
|
10.4K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.9K+ 56.53% |
$1.1M - $1.25M
|
80K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.03K- 8.96% |
$39.2K - $44.4K
|
10.4K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324K+ 16.28% |
$12.4M - $14M
|
2.31M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.3K- 67.66% |
$546K - $617K
|
6.83K
$298K
|