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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.81K- 20.72% |
$151K - $167K
|
14.6K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
915+ 22.34% |
$36.3K - $40.1K
|
5.01K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-18K- 3.38% |
$716K - $790K
|
515K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 2.96% |
$57.8K - $63.8K
|
47.7K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.75K+ 2.72% |
$188K - $208K
|
180K
$7.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-364- 2.82% |
$14.4K - $16K
|
12.5K
$536K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
81.1KNew |
$3.22M - $3.55M
|
81.1K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.2K+ 100696.67% |
$1.2M - $1.32M
|
30.2K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-216- 0.23% |
$8.57K - $9.47K
|
95.5K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$219K - $242K
|
5.53K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-489- 5.62% |
$19.4K - $21.4K
|
8.21K
$351K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.93KNew |
$275K - $304K
|
6.93K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
160+ 0.34% |
$6.35K - $7.01K
|
47.2K
$2.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.67K- 5.05% |
$66.4K - $73.3K
|
31.4K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.8K+ 12.94% |
$507K - $560K
|
112K
$4.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
109K+ 4244.02% |
$4.32M - $4.77M
|
111K
$4.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155- 31.12% |
$6.15K - $6.79K
|
343
$14.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 6.49% |
$489K - $540K
|
202K
$8.65M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.9K+ 150.22% |
$2.85M - $3.16M
|
120K
$5.12M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.62K+ 50.97% |
$183K - $203K
|
13.7K
$585K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
121New |
$4.79K - $5.32K
|
121
$5.18K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
318New |
$12.6K - $14K
|
318
$13.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
76+ 1.23% |
$3.01K - $3.34K
|
6.26K
$268K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
114KNew |
$4.5M - $4.99M
|
114K
$4.86M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-329- 2.43% |
$13K - $14.5K
|
13.2K
$566K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 2.77% |
$60.3K - $66.9K
|
53.5K
$2.29M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.6KNew |
$1.09M - $1.21M
|
27.6K
$1.18M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.1KNew |
$600K - $666K
|
15.1K
$648K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-145- 2.26% |
$5.74K - $6.37K
|
6.28K
$269K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 97.95% |
$608K - $675K
|
31K
$1.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-350- 3.26% |
$13.9K - $15.4K
|
10.4K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
25KNew |
$990K - $1.1M
|
25K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.57K- 34.86% |
$299K - $332K
|
14.1K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.55KNew |
$299K - $332K
|
7.55K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 33.42% |
$539K - $598K
|
54.3K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-504- 6.41% |
$20K - $22.2K
|
7.36K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
196K+ 10.85% |
$7.76M - $8.61M
|
2M
$85.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 2.76% |
$96.4K - $107K
|
90.8K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
282+ 1.0% |
$11.2K - $12.4K
|
28.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.38K+ 4.18% |
$54.6K - $60.6K
|
34.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.76K- 5.18% |
$109K - $121K
|
50.6K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
474+ 3.51% |
$18.8K - $20.8K
|
14K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.3K+ 121.07% |
$485K - $539K
|
22.4K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.7K+ 17.99% |
$620K - $688K
|
103K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.5K- 19.21% |
$337K - $374K
|
35.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.6K+ 58.83% |
$2.6M - $2.88M
|
177K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
105K+ 14.56% |
$4.18M - $4.64M
|
830K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 4.3% |
$126K - $140K
|
71.1K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 22.17% |
$118K - $131K
|
16.4K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
364+ 2.65% |
$14.4K - $16K
|
14.1K
$604K
|
|