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 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.46K+ 6.48% |
$336K - $371K
|
139K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 0.83% |
$1.07K - $1.18K
|
3.28K
$131K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 88.88% |
$401K - $443K
|
21.5K
$860K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-160- 80.0% |
$6.35K - $7.01K
|
40
$1.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.96K- 86.41% |
$157K - $173K
|
622
$24.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.32K+ 1.97% |
$91.9K - $101K
|
120K
$4.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.44K+ 2.08% |
$96.9K - $107K
|
120K
$4.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
96.2K+ 436.13% |
$3.82M - $4.22M
|
118K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.03K+ 22.99% |
$358K - $396K
|
48.3K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-457- 6.1% |
$18.1K - $20K
|
7.04K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.01% |
$198 - $219
|
49K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$575K - $635K
|
14.5K
$580K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
833+ 5.94% |
$33.1K - $36.5K
|
14.8K
$595K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 150.0% |
$23.8K - $26.3K
|
1K
$40.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.54K- 42.97% |
$378K - $418K
|
12.7K
$507K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
598+ 3.07% |
$23.7K - $26.2K
|
20.1K
$805K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.61% |
$1.51K - $1.67K
|
6.3K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
41.8K+ 159.22% |
$1.66M - $1.83M
|
68.1K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56+ 0.81% |
$2.22K - $2.45K
|
6.98K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.2K+ 6.58% |
$1.52M - $1.67M
|
619K
$24.8M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.7% |
$43.6K - $48.2K
|
39.7K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
31New |
$1.23K - $1.36K
|
31
$1.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.45KNew |
$216K - $239K
|
5.45K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.05K+ 4.21% |
$200K - $221K
|
125K
$5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
165KNew |
$6.55M - $7.23M
|
165K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14+ 0.2% |
$556 - $614
|
7.03K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 27.37% |
$97.4K - $108K
|
11.4K
$458K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-674- 0.86% |
$26.8K - $29.5K
|
77.3K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22K+ 4.59% |
$875K - $966K
|
503K
$20.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-254- 0.95% |
$10.1K - $11.1K
|
26.5K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
887+ 6.64% |
$35.2K - $38.9K
|
14.3K
$571K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
698+ 5.82% |
$27.7K - $30.6K
|
12.7K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
427KNew |
$16.9M - $18.7M
|
427K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
668New |
$26.5K - $29.3K
|
668
$26.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
444+ 5.6% |
$17.6K - $19.5K
|
8.37K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.2KNew |
$761K - $840K
|
19.2K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.2KNew |
$1.67M - $1.85M
|
42.2K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-127- 0.52% |
$5.04K - $5.57K
|
24.3K
$973K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
135+ 1.74% |
$5.36K - $5.92K
|
7.9K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-114- 2.07% |
$4.52K - $5K
|
5.39K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.48K- 16.77% |
$178K - $196K
|
22.2K
$890K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 11.14% |
$175K - $194K
|
35.2K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.36K- 18.6% |
$213K - $235K
|
23.5K
$940K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-109K- 97.7% |
$4.32M - $4.77M
|
2.57K
$103K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
310New |
$12.3K - $13.6K
|
310
$12.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.16K+ 0.88% |
$85.7K - $94.7K
|
247K
$9.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-364- 2.82% |
$14.4K - $16K
|
12.5K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
915+ 22.34% |
$36.3K - $40.1K
|
5.01K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.81K- 20.72% |
$151K - $167K
|
14.6K
$584K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.75K+ 2.72% |
$188K - $208K
|
180K
$7.19M
|