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 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-247K- 19.56% |
$8.97M - $9.62M
|
1.01M
$42.1M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-870- 8.88% |
$31.7K - $33.9K
|
8.93K
$371K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.2K- 2.83% |
$2.41M - $2.58M
|
2.27M
$94.4M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.59K- 9.43% |
$57.9K - $62.1K
|
15.3K
$635K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
366+ 5.05% |
$13.3K - $14.3K
|
7.62K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 58.1% |
$1.75M - $1.87M
|
34.6K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-43.7K- 94.26% |
$1.59M - $1.7M
|
2.66K
$110K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
579New |
$21.1K - $22.6K
|
579
$24.1K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-428K- 24.83% |
$15.6M - $16.7M
|
1.3M
$53.9M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.98K- 6.61% |
$217K - $233K
|
84.4K
$3.51M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.77K+ 1.54% |
$101K - $108K
|
183K
$7.59M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 2.52% |
$37.2K - $39.9K
|
39.5K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 4.44% |
$740K - $793K
|
437K
$18.2M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
31+ 0.27% |
$1.13K - $1.21K
|
11.5K
$478K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.52K+ 5.13% |
$164K - $176K
|
92.6K
$3.85M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.63K+ 47.13% |
$350K - $375K
|
30K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
207+ 0.26% |
$7.53K - $8.08K
|
79.3K
$3.29M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.77MNew |
$64.5M - $69.2M
|
1.77M
$73.7M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
22+ 0.3% |
$800 - $858
|
7.28K
$302K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.1K+ 694.07% |
$3.17M - $3.4M
|
99.7K
$4.14M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
872+ 3.4% |
$31.7K - $34K
|
26.6K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-218K- 20.26% |
$7.93M - $8.5M
|
858K
$35.6M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.41K- 9.31% |
$124K - $133K
|
33.2K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
100New |
$3.64K - $3.9K
|
100
$4.15K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.86K+ 58.44% |
$140K - $150K
|
10.5K
$434K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.83KNew |
$212K - $227K
|
5.83K
$242K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
28+ 0.02% |
$1.02K - $1.09K
|
144K
$5.97M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 52.97% |
$790K - $847K
|
19.3K
$801K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11+ 1.34% |
$400 - $429
|
834
$34.6K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
180+ 2.99% |
$6.55K - $7.02K
|
6.21K
$258K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.49K- 3.08% |
$236K - $253K
|
204K
$8.48M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.33K+ 5.49% |
$194K - $208K
|
103K
$4.26M
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
29.3K+ 22.94% |
$1.07M - $1.14M
|
157K
$6.53M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
364+ 4.91% |
$13.2K - $14.2K
|
7.77K
$323K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-529- 0.72% |
$19.2K - $20.6K
|
72.9K
$3.03M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
70+ 0.57% |
$2.55K - $2.73K
|
12.3K
$512K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.21K+ 1.89% |
$44K - $47.2K
|
65.3K
$2.71M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-206K- 17.92% |
$7.51M - $8.05M
|
945K
$39.3M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.71K+ 3.09% |
$98.6K - $106K
|
90.4K
$3.75M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.08KNew |
$221K - $237K
|
6.08K
$253K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 1.24% |
$255 - $273
|
571
$23.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.26K- 40.15% |
$118K - $127K
|
4.86K
$202K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.47K+ 1.93% |
$53.4K - $57.3K
|
77.4K
$3.22M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.14KNew |
$114K - $123K
|
3.14K
$130K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 6.61% |
$443K - $475K
|
172K
$7.14M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.09% |
$255 - $273
|
7.9K
$328K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-148K- 79.06% |
$5.38M - $5.76M
|
39.1K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7KNew |
$535K - $574K
|
14.7K
$611K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63K- 22.99% |
$2.29M - $2.46M
|
211K
$8.76M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.36K+ 9.84% |
$49.3K - $52.9K
|
15.1K
$628K
|