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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72K+ 7.62% |
$2.71M - $3.03M
|
1.02M
$41M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.6K- 36.47% |
$1.19M - $1.33M
|
55K
$2.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40.3KNew |
$1.52M - $1.7M
|
40.3K
$1.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 12.18% |
$56.2K - $62.7K
|
10.8K
$433K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.57KNew |
$285K - $318K
|
7.57K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.78K+ 2.91% |
$142K - $159K
|
134K
$5.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-138- 1.3% |
$5.2K - $5.8K
|
10.5K
$423K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.81K- 9.25% |
$294K - $328K
|
76.6K
$3.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$202
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.03K- 1.38% |
$227K - $254K
|
431K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79.5K- 66.13% |
$2.99M - $3.34M
|
40.7K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 3.33% |
$39.4K - $44K
|
30.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-267- 0.65% |
$10.1K - $11.2K
|
40.8K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.23K- 1.92% |
$46.4K - $51.8K
|
62.8K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-331- 1.62% |
$12.5K - $13.9K
|
20.1K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 10.08% |
$472K - $527K
|
112K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 17.68% |
$103K - $115K
|
18.3K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
332KNew |
$12.5M - $14M
|
332K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.9K+ 52.41% |
$2.14M - $2.39M
|
166K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.7K- 55.69% |
$479K - $535K
|
10.1K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$5.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-427- 2.36% |
$16.1K - $18K
|
17.7K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.7K- 89.96% |
$3.38M - $3.77M
|
10K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18KNew |
$677K - $756K
|
18K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
111KNew |
$4.2M - $4.69M
|
111K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
44.3KNew |
$1.67M - $1.86M
|
44.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.03K+ 9.05% |
$38.9K - $43.5K
|
12.5K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 9.91% |
$55.6K - $62.1K
|
13.4K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.31% |
$1.62K - $1.81K
|
13.7K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-915- 1.4% |
$34.5K - $38.5K
|
64.4K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 1.82% |
$1.22M - $1.36M
|
1.81M
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.3K+ 8.3% |
$537K - $600K
|
186K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 4.37% |
$117K - $131K
|
74.3K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-494- 0.31% |
$18.6K - $20.8K
|
157K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-770K- 32.9% |
$29M - $32.4M
|
1.57M
$63.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.21K+ 0.12% |
$45.7K - $51K
|
1.02M
$40.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.4KNew |
$731K - $816K
|
19.4K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 42.6% |
$482K - $538K
|
42.8K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.2KNew |
$496K - $554K
|
13.2K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
181+ 0.45% |
$6.82K - $7.61K
|
40.7K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
43.9K+ 144.94% |
$1.65M - $1.84M
|
74.1K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 56.07% |
$238K - $266K
|
17.6K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9+ 0.15% |
$339 - $379
|
6.09K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
384+ 2.8% |
$14.5K - $16.2K
|
14.1K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-289- 4.45% |
$10.9K - $12.2K
|
6.2K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.06K- 1.32% |
$115K - $129K
|
229K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.5KNew |
$509K - $568K
|
13.5K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$202
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.2K+ 208.99% |
$2.79M - $3.12M
|
110K
$4.42M
|