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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.25K- 13.96% |
$124K - $140K
|
20K
$855K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.85K+ 6.16% |
$232K - $256K
|
101K
$4.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
512K+ 46586.45% |
$20.3M - $22.5M
|
514K
$21.9M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.4K- 7.34% |
$55.4K - $61.1K
|
17.6K
$752K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.74K- 30.87% |
$347K - $383K
|
19.6K
$836K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
38.3K+ 19.93% |
$1.52M - $1.68M
|
230K
$9.84M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-541- 3.07% |
$21.5K - $23.7K
|
17.1K
$730K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
41.1KNew |
$1.63M - $1.8M
|
41.1K
$1.75M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$39.7 - $43.8
|
31.4K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.81K- 28.06% |
$191K - $211K
|
12.3K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
22.6K+ 1.16% |
$897K - $990K
|
1.97M
$84.4M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.54K+ 26.32% |
$220K - $243K
|
26.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285K+ 13.68% |
$11.3M - $12.5M
|
2.37M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
490K+ 7.01% |
$19.4M - $21.5M
|
7.48M
$319M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.83K- 21.81% |
$112K - $124K
|
10.1K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-464- 6.25% |
$18.4K - $20.3K
|
6.96K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.38K- 10.64% |
$174K - $192K
|
36.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-110K- 11.47% |
$4.36M - $4.81M
|
847K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.22% |
$51.6K - $57K
|
12.8K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.74K- 15.52% |
$228K - $251K
|
31.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.35K+ 7.54% |
$292K - $322K
|
105K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.85K+ 5.0% |
$351K - $388K
|
186K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 2.12% |
$59.8K - $66K
|
72.6K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4.38K+ 8.86% |
$174K - $192K
|
53.8K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
59.5K+ 166.39% |
$2.36M - $2.61M
|
95.3K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 3.03% |
$90.7K - $100K
|
73.1K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-21.8K- 14.54% |
$865K - $956K
|
128K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.36K- 7.78% |
$93.5K - $103K
|
28K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 4.0% |
$86.2K - $95.2K
|
56.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.5K+ 4.18% |
$456K - $503K
|
286K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.25K- 11.25% |
$89.1K - $98.4K
|
17.7K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 1.14% |
$890K - $983K
|
1.99M
$85.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-551- 4.24% |
$21.9K - $24.2K
|
12.5K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.46K- 7.27% |
$58.1K - $64.2K
|
18.7K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-340- 2.25% |
$13.5K - $14.9K
|
14.8K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.66K+ 85.19% |
$344K - $380K
|
18.8K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 0.54% |
$7.94K - $8.77K
|
37.3K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$184K - $204K
|
4.65K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.27K- 5.67% |
$50.4K - $55.7K
|
21.1K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.72K+ 5.2% |
$187K - $207K
|
95.5K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35K+ 222.28% |
$1.39M - $1.54M
|
50.8K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52M+ 4206.28% |
$60.4M - $66.7M
|
1.56M
$66.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6KNew |
$422K - $466K
|
10.6K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
46.3KNew |
$1.84M - $2.03M
|
46.3K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 1.57% |
$132K - $146K
|
216K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.92KNew |
$275K - $303K
|
6.92K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.1M - $1.22M
|
27.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.62KNew |
$183K - $202K
|
4.62K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10New |
$397 - $438
|
10
$427
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
107New |
$4.25K - $4.69K
|
107
$4.57K
|
|