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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.9K- 22.62% |
$115K - $127K
|
9.93K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.72KNew |
$227K - $251K
|
5.72K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.04K+ 44.15% |
$160K - $177K
|
13.2K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.74% |
$39.7 - $43.8
|
137
$5.85K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.85K+ 2.02% |
$153K - $169K
|
195K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
706New |
$28K - $30.9K
|
706
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.92K- 0.64% |
$394K - $435K
|
1.55M
$66M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$4.69M - $5.17M
|
118K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-862- 0.39% |
$34.2K - $37.8K
|
222K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-194- 3.21% |
$7.7K - $8.5K
|
5.86K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-319- 2.74% |
$12.7K - $14K
|
11.3K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
154K+ 1981.77% |
$6.12M - $6.76M
|
162K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
313K+ 10.41% |
$12.4M - $13.7M
|
3.32M
$142M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
4.61KNew |
$183K - $202K
|
4.61K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.63K+ 16.61% |
$144K - $159K
|
25.5K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.9K- 9.37% |
$1.27M - $1.4M
|
309K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.1K+ 66.06% |
$1.35M - $1.49M
|
85.6K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
26.7K+ 41.5% |
$1.06M - $1.17M
|
90.9K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.91K- 33.0% |
$234K - $259K
|
12K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
471+ 4.23% |
$18.7K - $20.6K
|
11.6K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115KNew |
$4.56M - $5.04M
|
115K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
257New |
$10.2K - $11.3K
|
257
$11K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.3K+ 11.17% |
$408K - $450K
|
102K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.34K- 19.09% |
$132K - $146K
|
14.2K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.4K+ 11.61% |
$174K - $193K
|
42.3K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-925- 6.77% |
$36.7K - $40.5K
|
12.7K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-195- 0.41% |
$7.74K - $8.55K
|
46.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34+ 0.19% |
$1.35K - $1.49K
|
17.8K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.5KClosed |
$736K - $813K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-319- 2.41% |
$12.7K - $14K
|
12.9K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.59K+ 2.51% |
$63.2K - $69.8K
|
65.1K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
565+ 1.12% |
$22.4K - $24.8K
|
51.1K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.51K- 2.48% |
$179K - $198K
|
177K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 0.98% |
$53.7K - $59.3K
|
140K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-322- 0.79% |
$12.8K - $14.1K
|
40.4K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.4KNew |
$1.48M - $1.64M
|
37.4K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.51K+ 10.43% |
$60K - $66.3K
|
16K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
368New |
$14.6K - $16.1K
|
368
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
54.9KNew |
$2.18M - $2.41M
|
54.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 3.39% |
$40.7K - $44.9K
|
29.2K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.58K- 1.46% |
$102K - $113K
|
174K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12KNew |
$474K - $524K
|
12K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.1K- 7.17% |
$43.5K - $48K
|
14.2K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.7K+ 2.36% |
$2.57M - $2.84M
|
2.8M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
723+ 11.78% |
$28.7K - $31.7K
|
6.86K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
30.9K+ 15.05% |
$1.23M - $1.35M
|
236K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10+ 0.07% |
$397 - $438
|
14K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.63KNew |
$184K - $203K
|
4.63K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42- 38.18% |
$1.67K - $1.84K
|
68
$2.91K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.49K- 8.43% |
$218K - $241K
|
59.6K
$2.55M
|