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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 9.34% |
$73.8K - $81.5K
|
21.8K
$896K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-12.9K- 55.18% |
$513K - $566K
|
10.5K
$432K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60New |
$2.38K - $2.63K
|
60
$2.47K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
564New |
$22.4K - $24.7K
|
564
$23.2K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.3K- 13.64% |
$51.4K - $56.8K
|
8.2K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-31.4K- 5.71% |
$1.24M - $1.37M
|
518K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.6KNew |
$2.13M - $2.35M
|
53.6K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$913 - $1.01K
|
1.81K
$74.4K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$67.5K - $74.5K
|
1.7K
$69.9K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.6K- 2.32% |
$143K - $158K
|
152K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
538+ 0.63% |
$21.4K - $23.6K
|
85.7K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.68K- 16.99% |
$106K - $117K
|
13.1K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
237+ 30.86% |
$9.41K - $10.4K
|
1.01K
$41.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 10.88% |
$66.8K - $73.8K
|
17.1K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.84% |
$1.94K - $2.15K
|
5.86K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
745+ 0.76% |
$29.6K - $32.7K
|
98.9K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10.1K- 31.83% |
$400K - $441K
|
21.6K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$43.4K - $47.9K
|
1.09K
$45K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.48K+ 2.05% |
$138K - $153K
|
173K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.79KNew |
$190K - $210K
|
4.79K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.71K+ 17.17% |
$266K - $294K
|
45.8K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-31.9K- 28.11% |
$1.27M - $1.4M
|
81.7K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
37+ 0.19% |
$1.47K - $1.62K
|
19K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
31.4K+ 5.52% |
$1.25M - $1.38M
|
601K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.18% |
$357 - $394
|
5.07K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-144- 1.77% |
$5.72K - $6.31K
|
7.98K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.7K- 2.25% |
$107K - $118K
|
118K
$4.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.01K+ 19.13% |
$159K - $176K
|
25K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-579- 9.86% |
$23K - $25.4K
|
5.29K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.75% |
$1.63K - $1.8K
|
5.52K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.75% |
$357 - $394
|
1.21K
$49.8K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58.3KNew |
$2.31M - $2.56M
|
58.3K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-626- 1.69% |
$24.8K - $27.4K
|
36.5K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.48K- 11.2% |
$98.5K - $109K
|
19.7K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
72K+ 7.22% |
$2.86M - $3.16M
|
1.07M
$44M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.66K+ 12.41% |
$344K - $380K
|
78.4K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$33.6K - $37.1K
|
846
$34.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-201- 3.94% |
$7.98K - $8.81K
|
4.9K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
814+ 2.62% |
$32.3K - $35.7K
|
31.9K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
96+ 0.86% |
$3.81K - $4.21K
|
11.3K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.7K+ 14.01% |
$2.13M - $2.35M
|
437K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68- 1.09% |
$2.7K - $2.98K
|
6.15K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.9K+ 32.85% |
$472K - $521K
|
48.1K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$39.7 - $43.8
|
4.1K
$169K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-370- 5.07% |
$14.7K - $16.2K
|
6.94K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
92+ 0.18% |
$3.65K - $4.03K
|
51.3K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
111KNew |
$4.41M - $4.87M
|
111K
$4.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.6K+ 37.92% |
$856K - $945K
|
78.4K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102+ 1.48% |
$4.05K - $4.47K
|
6.99K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.96K+ 57.74% |
$77.6K - $85.7K
|
5.34K
$220K
|