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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.19KNew |
$44.8K - $50.1K
|
1.19K
$49.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.68K+ 216.93% |
$251K - $281K
|
9.76K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 15.42% |
$43.7K - $48.8K
|
6.37K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-678- 9.01% |
$25.5K - $28.5K
|
6.85K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.61K- 48.39% |
$211K - $236K
|
5.99K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
148+ 0.36% |
$5.57K - $6.22K
|
41K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
249+ 0.92% |
$9.38K - $10.5K
|
27.2K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
285New |
$10.7K - $12K
|
285
$11.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
355New |
$13.4K - $14.9K
|
355
$14.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.13K- 2.26% |
$231K - $258K
|
265K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
71.8KNew |
$2.7M - $3.02M
|
71.8K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
40+ 0.21% |
$1.51K - $1.68K
|
18.9K
$792K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-475- 1.41% |
$17.9K - $20K
|
33.3K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-3.28K- 4.69% |
$124K - $138K
|
66.7K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.71K- 7.24% |
$102K - $114K
|
34.7K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-77.5K- 46.02% |
$2.92M - $3.26M
|
90.9K
$3.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.37K+ 34.91% |
$127K - $142K
|
13K
$545K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-757- 7.79% |
$28.5K - $31.8K
|
8.96K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.64K- 23.63% |
$99.4K - $111K
|
8.53K
$357K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
558+ 1.61% |
$21K - $23.5K
|
35.2K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
382+ 14.36% |
$14.4K - $16.1K
|
3.04K
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.01K- 8.72% |
$301K - $337K
|
83.8K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-616- 9.15% |
$23.2K - $25.9K
|
6.11K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 1.4% |
$3.77K - $4.21K
|
7.27K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.04K- 0.93% |
$39.1K - $43.7K
|
110K
$4.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.23K- 2.84% |
$159K - $178K
|
145K
$6.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.57K- 8.54% |
$323K - $360K
|
91.7K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.18K- 4.24% |
$82.1K - $91.6K
|
49.2K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-217- 0.87% |
$8.17K - $9.13K
|
24.8K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-225- 1.03% |
$8.47K - $9.46K
|
21.7K
$908K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33K+ 4.21% |
$87.8K - $98K
|
57.7K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.82K+ 1.72% |
$68.4K - $76.4K
|
107K
$4.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$627K - $700K
|
16.6K
$697K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.56K- 2.96% |
$58.6K - $65.5K
|
51.1K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-879- 2.8% |
$33.1K - $37K
|
30.5K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.03K+ 0.54% |
$114K - $128K
|
566K
$23.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.02% |
$75.3 - $84.1
|
8.74K
$366K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.25K+ 2.63% |
$123K - $137K
|
127K
$5.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5K- 4.29% |
$188K - $210K
|
112K
$4.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53K+ 7.89% |
$1.99M - $2.23M
|
724K
$30.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.25K- 38.15% |
$311K - $347K
|
13.4K
$560K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 3.46% |
$40.4K - $45.1K
|
29.9K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.07K- 7.94% |
$116K - $129K
|
35.6K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 2037.3% |
$767K - $857K
|
21.4K
$894K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 3.0% |
$583K - $651K
|
501K
$21M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8K- 30.3% |
$597K - $666K
|
36.4K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.1K+ 235.05% |
$605K - $675K
|
22.9K
$958K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39+ 0.59% |
$1.47K - $1.64K
|
6.62K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-775- 10.3% |
$29.2K - $32.6K
|
6.75K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
789+ 11.08% |
$29.7K - $33.2K
|
7.91K
$331K
|