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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
972New |
$32.1K - $37K
|
972
$40.6K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.18KNew |
$105K - $121K
|
3.18K
$133K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-69- 6.93% |
$2.28K - $2.63K
|
926
$38.7K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.1KNew |
$36.4K - $41.9K
|
1.1K
$45.9K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2K- 3.0% |
$66.1K - $76.1K
|
64.6K
$2.7M
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
11.1K+ 28.84% |
$369K - $424K
|
49.8K
$2.08M
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 25.21% |
$89.5K - $103K
|
8.03K
$335K
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$8.27K - $9.52K
|
250
$10.4K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.04KNew |
$67.3K - $77.5K
|
2.04K
$85K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24New |
$794 - $914
|
24
$1K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
51New |
$1.69K - $1.94K
|
51
$2.13K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-706- 5.95% |
$22.7K - $26.7K
|
11.2K
$466K
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2KNew |
$391K - $460K
|
12.2K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.9K+ 60.39% |
$61.1K - $71.9K
|
5.05K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
129New |
$4.14K - $4.87K
|
129
$5.39K
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7KNew |
$225K - $264K
|
7K
$292K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
12KNew |
$386K - $453K
|
12K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.87K- 84.79% |
$221K - $260K
|
1.23K
$51.5K
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5.95KNew |
$191K - $225K
|
5.95K
$249K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.12K+ 11.16% |
$100K - $118K
|
31.1K
$1.3M
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
250+ 41.67% |
$8.03K - $9.45K
|
850
$35.5K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.34K- 91.74% |
$43.2K - $50.8K
|
121
$5.05K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.04KNew |
$97.6K - $115K
|
3.04K
$127K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11KNew |
$353K - $416K
|
11K
$460K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.01% |
$32.1 - $37.8
|
11.4K
$477K
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-759- 8.08% |
$24.4K - $28.7K
|
8.64K
$361K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.13KNew |
$197K - $231K
|
6.13K
$256K
|
|
Q2 2022 | |||||||
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1KClosed |
$34.6K - $39.2K
|
0
$0
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.37KNew |
$290K - $328K
|
8.37K
$350K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36New |
$1.25K - $1.41K
|
36
$1.5K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.37KClosed |
$117K - $132K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.8KClosed |
$512K - $580K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.37KNew |
$290K - $328K
|
8.37K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.12KNew |
$246K - $279K
|
7.12K
$298K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
421New |
$14.6K - $16.5K
|
421
$17.6K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
90.8KNew |
$3.14M - $3.56M
|
90.8K
$3.79M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.7KClosed |
$542K - $614K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.94KNew |
$240K - $272K
|
6.94K
$290K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.93KNew |
$240K - $272K
|
6.93K
$289K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$56.6K - $64.1K
|
1.64K
$68.4K
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.26KClosed |
$216K - $245K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.33KClosed |
$150K - $170K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
355+ 3.91% |
$12.3K - $13.9K
|
9.43K
$394K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3New |
$104 - $118
|
3
$125
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.7KNew |
$93.4K - $106K
|
2.7K
$113K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
43+ 0.67% |
$1.49K - $1.68K
|
6.5K
$271K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.28KClosed |
$44.1K - $50K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
18+ 0.3% |
$623 - $705
|
5.97K
$249K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.18KNew |
$40.8K - $46.2K
|
1.18K
$49.3K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
197New |
$6.82K - $7.72K
|
197
$8.23K
|