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, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2KClosed |
$57K - $60.3K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-514Closed |
$14.6K - $15.5K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Gradient Investments LLC
|
SELL
|
- |
-212- 47.75% |
$6.04K - $6.39K
|
232
$9.39K
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-223Closed |
$6.17K - $6.5K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-309Closed |
$8.54K - $9K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.89KClosed |
$274K - $288K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-3.29KClosed |
$91.1K - $95.9K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-15.1KClosed |
$418K - $441K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-9.19KClosed |
$254K - $268K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-95Closed |
$2.63K - $2.77K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-37.1KClosed |
$1.02M - $1.15M
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-310KClosed |
$8.5M - $9.65M
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-92Closed |
$2.52K - $2.86K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.8KClosed |
$425K - $450K
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Hudock, Inc.
|
SELL
|
- |
-10Closed |
$287 - $304
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Sciencast Management LP
|
SELL
|
- |
-8.23KClosed |
$238K - $239K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$29 - $29
|
1
$40.5
|
|
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.03KClosed |
$262K - $262K
|
0
$0
|
|
|
Oct 13, 2017
Q3 2017
|
First Financial Corp
|
BUY
|
- |
1.88KNew |
$54.3K - $54.5K
|
1.88K
$75.9K
|
|