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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.4K- 6.33% |
$214K - $237K
|
79.8K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
6.89KNew |
$273K - $303K
|
6.89K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 100.0% |
$39.6K - $44K
|
2K
$83.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.13K- 9.39% |
$124K - $138K
|
30.2K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 1.21% |
$1.54K - $1.71K
|
3.25K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-995- 13.69% |
$39.4K - $43.7K
|
6.28K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.01KNew |
$278K - $308K
|
7.01K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$43K - $47.7K
|
1.09K
$45.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.6K+ 0.79% |
$537K - $597K
|
1.74M
$72.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.24% |
$3.33K - $3.69K
|
35.7K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-223K- 95.23% |
$8.82M - $9.79M
|
11.2K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 0.73% |
$49.1K - $54.5K
|
170K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
100+ 0.38% |
$3.96K - $4.4K
|
26.8K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-20- 0.23% |
$792 - $879
|
8.69K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-109K- 87.35% |
$4.31M - $4.78M
|
15.7K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 0.25% |
$5.11K - $5.67K
|
51.2K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
4.08K+ 0.77% |
$162K - $179K
|
533K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-921- 8.07% |
$36.5K - $40.5K
|
10.5K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
523+ 1.44% |
$20.7K - $23K
|
37K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
35.2K+ 20.71% |
$1.39M - $1.55M
|
205K
$8.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-58- 1.75% |
$2.3K - $2.55K
|
3.25K
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.68% |
$198 - $220
|
736
$30.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.2KNew |
$721K - $800K
|
18.2K
$758K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.43K+ 11.66% |
$175K - $195K
|
42.4K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 0.26% |
$1.62K - $1.8K
|
15.8K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.1K+ 3.6% |
$43.5K - $48.3K
|
31.6K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26.8K+ 16.44% |
$1.06M - $1.18M
|
190K
$7.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
789+ 2.4% |
$31.2K - $34.7K
|
33.7K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
48.2K+ 9.61% |
$1.91M - $2.12M
|
550K
$22.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 0.99% |
$42.1K - $46.7K
|
107K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
94.9KNew |
$3.76M - $4.17M
|
94.9K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$7.92K - $8.79K
|
200
$8.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.48K- 7.12% |
$177K - $197K
|
58.4K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-591- 0.6% |
$23.4K - $26K
|
98.2K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 5.38% |
$44.8K - $49.8K
|
22.2K
$924K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.64K+ 43.19% |
$105K - $116K
|
8.75K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.22% |
$2.77K - $3.08K
|
5.81K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.8K- 77.73% |
$704K - $782K
|
5.1K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-144- 0.65% |
$5.7K - $6.33K
|
22.1K
$919K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
237+ 0.48% |
$9.38K - $10.4K
|
49.4K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.82K- 3.88% |
$112K - $124K
|
69.8K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
614+ 13.41% |
$24.3K - $27K
|
5.19K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
852+ 33.62% |
$33.7K - $37.4K
|
3.39K
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-817- 9.35% |
$32.3K - $35.9K
|
7.92K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
34+ 0.62% |
$1.35K - $1.49K
|
5.48K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
192KNew |
$7.6M - $8.44M
|
192K
$7.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
111+ 0.42% |
$4.39K - $4.88K
|
26.6K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-2.41K- 3.61% |
$95.3K - $106K
|
64.3K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-560- 6.57% |
$22.2K - $24.6K
|
7.97K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-773- 0.65% |
$30.6K - $34K
|
118K
$4.9M
|