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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-224K- 56.95% |
$8.14M - $8.73M
|
169K
$7.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.4KNew |
$196K - $211K
|
5.4K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.8KNew |
$320K - $343K
|
8.8K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-670- 8.16% |
$24.4K - $26.1K
|
7.54K
$322K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-105- 26.25% |
$3.82K - $4.1K
|
295
$12.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-600- 67.95% |
$21.8K - $23.4K
|
283
$12.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$36.4K - $39K
|
1K
$42.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.16KNew |
$260K - $279K
|
7.16K
$306K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
604New |
$22K - $23.6K
|
604
$25.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-200- 1.7% |
$7.28K - $7.8K
|
11.6K
$495K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 1.18% |
$327 - $351
|
769
$32.9K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.8KNew |
$311K - $339K
|
8.8K
$376K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.88K+ 13.22% |
$278K - $303K
|
67.5K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.9KNew |
$67.1K - $73.1K
|
1.9K
$81.2K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
61New |
$2.15K - $2.35K
|
61
$2.61K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
102K+ 1110.3% |
$3.59M - $3.92M
|
111K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 2.24% |
$7.31K - $7.97K
|
9.02K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
49.7K+ 447.58% |
$1.76M - $1.91M
|
60.9K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.1K+ 2.42% |
$1.28M - $1.39M
|
1.53M
$65.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-146K- 23.01% |
$5.17M - $5.63M
|
490K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$3.56K - $3.89K
|
101
$4.32K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.36KNew |
$189K - $206K
|
5.36K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-34.5K- 38.91% |
$1.22M - $1.33M
|
54.2K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$1.09K - $1.19K
|
31
$1.32K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-665- 28.09% |
$23.5K - $25.6K
|
1.7K
$72.7K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.38K+ 18.29% |
$48.7K - $53.1K
|
8.92K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14KClosed |
$75.5K - $82.3K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 18.34% |
$51K - $55.6K
|
6.44K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 65.65% |
$6.81K - $7.43K
|
101
$4.32K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$106 - $115
|
3
$128
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
661+ 5.55% |
$23.3K - $25.4K
|
12.6K
$537K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
179New |
$6.32K - $6.89K
|
179
$7.65K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
525New |
$18.5K - $20.2K
|
525
$22.4K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
174+ 0.91% |
$6.14K - $6.7K
|
19.4K
$829K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.41KNew |
$191K - $208K
|
5.41K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$74.2K - $80.9K
|
2.1K
$89.8K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
348KNew |
$12.3M - $13.4M
|
348K
$14.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 12.5% |
$5.29K - $5.77K
|
1.05K
$44.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
517New |
$18.2K - $19.9K
|
517
$22.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.51KNew |
$194K - $212K
|
5.51K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.32KNew |
$188K - $205K
|
5.32K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$191K - $208K
|
5.4K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
415+ 7.24% |
$14.6K - $16K
|
6.15K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.49K- 21.95% |
$52.7K - $57.5K
|
5.31K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 160.0% |
$28.2K - $30.8K
|
1.3K
$55.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.32% |
$671 - $731
|
6.01K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-1.6K- 34.78% |
$56.5K - $61.6K
|
3K
$128K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.2KNew |
$677K - $738K
|
19.2K
$820K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 27.32% |
$82.9K - $90.4K
|
6.25K
$267K
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
22.8KNew |
$720K - $830K
|
22.8K
$974K
|
|