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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
250+ 41.67% |
$8.03K - $9.45K
|
850
$34.4K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11KNew |
$353K - $416K
|
11K
$446K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.04KNew |
$97.6K - $115K
|
3.04K
$123K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.01% |
$32.1 - $37.8
|
11.4K
$462K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-759- 8.08% |
$24.4K - $28.7K
|
8.64K
$350K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.13KNew |
$197K - $231K
|
6.13K
$248K
|
|
| 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
$339K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36New |
$1.25K - $1.41K
|
36
$1.46K
|
|
|
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
$339K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.12KNew |
$246K - $279K
|
7.12K
$288K
|
|
|
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
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
421New |
$14.6K - $16.5K
|
421
$17.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
90.8KNew |
$3.14M - $3.56M
|
90.8K
$3.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.94KNew |
$240K - $272K
|
6.94K
$281K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.93KNew |
$240K - $272K
|
6.93K
$281K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$56.6K - $64.1K
|
1.64K
$66.3K
|
|
|
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
$382K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3New |
$104 - $118
|
3
$122
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.7KNew |
$93.4K - $106K
|
2.7K
$109K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
43+ 0.67% |
$1.49K - $1.68K
|
6.5K
$263K
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
18+ 0.3% |
$623 - $705
|
5.97K
$242K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.28KClosed |
$44.1K - $50K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.18KNew |
$40.8K - $46.2K
|
1.18K
$47.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
197New |
$6.82K - $7.72K
|
197
$7.98K
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-532Closed |
$18.7K - $20.1K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-950- 94.43% |
$33.3K - $35.9K
|
56
$2.27K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.55KNew |
$265K - $285K
|
7.55K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
70+ 0.28% |
$2.46K - $2.64K
|
25.1K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
104New |
$3.65K - $3.93K
|
104
$4.21K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.15KClosed |
$40.2K - $43.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1KClosed |
$35.1K - $37.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-187KClosed |
$6.57M - $7.07M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.08KClosed |
$73K - $78.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-550Closed |
$19.3K - $20.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-450Closed |
$15.8K - $17K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$7.02K - $7.55K
|
200
$8.1K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-710Closed |
$23.4K - $25.2K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
700New |
$23K - $24.9K
|
700
$28.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.18KClosed |
$38.9K - $42.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
25.3KNew |
$832K - $899K
|
25.3K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 7.59% |
$55.5K - $60K
|
20.5K
$832K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-511Closed |
$16.8K - $18.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-535Closed |
$17.6K - $19K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.3KClosed |
$240K - $260K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-164Closed |
$5.4K - $5.83K
|
0
$0
|
|