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 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 0.38% |
$1.49K - $1.6K
|
10.6K
$424K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 6.78% |
$41.4K - $44.4K
|
15.7K
$625K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
168K+ 9.46% |
$6.1M - $6.54M
|
1.94M
$77.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.6K- 2.45% |
$966K - $1.04M
|
1.06M
$42.2M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-31- 0.3% |
$1.13K - $1.21K
|
10.4K
$414K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.55K- 5.39% |
$56.2K - $60.3K
|
27.1K
$1.08M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50.2K+ 68.46% |
$1.83M - $1.96M
|
124K
$4.93M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.19KNew |
$225K - $242K
|
6.19K
$247K
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
710+ 3.67% |
$25.8K - $27.7K
|
20.1K
$801K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 1.18% |
$3.64K - $3.9K
|
8.35K
$333K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.09K- 14.14% |
$76.1K - $81.6K
|
12.7K
$507K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
25K+ 17.75% |
$909K - $975K
|
166K
$6.62M
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-243- 0.47% |
$8.84K - $9.48K
|
51.4K
$2.05M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.58K+ 17.7% |
$130K - $139K
|
23.8K
$949K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-149- 0.74% |
$5.42K - $5.81K
|
20K
$799K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27K- 37.88% |
$983K - $1.05M
|
44.3K
$1.77M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-158- 2.44% |
$5.75K - $6.16K
|
6.33K
$252K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-30- 0.34% |
$1.09K - $1.17K
|
8.87K
$354K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.7K- 0.93% |
$61.7K - $66.2K
|
182K
$7.25M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
604New |
$22K - $23.6K
|
604
$24.1K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.71K- 7.61% |
$62K - $66.5K
|
20.7K
$827K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.72K- 6.48% |
$281K - $301K
|
111K
$4.44M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
405+ 11.27% |
$14.7K - $15.8K
|
4K
$160K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.68K+ 23.79% |
$61.1K - $65.5K
|
8.74K
$349K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-67.7K- 6.11% |
$2.46M - $2.64M
|
1.04M
$41.6M
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.59K- 1.74% |
$57.8K - $61.9K
|
89.7K
$3.58M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
462+ 7.31% |
$16.8K - $18K
|
6.78K
$271K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
464+ 0.3% |
$16.9K - $18.1K
|
155K
$6.2M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 18.19% |
$671K - $719K
|
82.9K
$3.31M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.1KNew |
$403K - $432K
|
11.1K
$442K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-245- 9.95% |
$8.91K - $9.56K
|
2.22K
$88.5K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-200- 1.7% |
$7.28K - $7.8K
|
11.6K
$462K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
23.9K+ 5.88% |
$869K - $932K
|
430K
$17.2M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24K+ 6.92% |
$45.1K - $48.4K
|
19.2K
$766K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
100+ 0.52% |
$3.64K - $3.9K
|
19.2K
$768K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366+ 5.37% |
$13.3K - $14.3K
|
7.18K
$287K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.85K- 12.48% |
$104K - $111K
|
20K
$797K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.76K- 2.28% |
$100K - $108K
|
118K
$4.7M
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
507+ 1.0% |
$18.4K - $19.8K
|
51.4K
$2.05M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.45K- 89.8% |
$52.9K - $56.7K
|
165
$6.59K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 5.36% |
$10.9K - $11.7K
|
5.29K
$211K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.03% |
$36.4 - $39
|
3.61K
$144K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
99.7K+ 6.07% |
$3.63M - $3.89M
|
1.74M
$69.5M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 3.08% |
$41.6K - $44.6K
|
36K
$1.43M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-57- 0.73% |
$2.07K - $2.22K
|
7.7K
$307K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-4.53K- 28.19% |
$165K - $177K
|
11.5K
$461K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.46KNew |
$126K - $135K
|
3.46K
$138K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 1.18% |
$327 - $351
|
769
$30.7K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
325New |
$11.5K - $12.5K
|
325
$13K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.52K- 18.5% |
$53.8K - $58.6K
|
6.72K
$268K
|