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 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.97K+ 52.46% |
$263K - $293K
|
20.3K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.32K+ 1.51% |
$87.3K - $97.5K
|
156K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.99KNew |
$188K - $210K
|
4.99K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.78K+ 58.4% |
$218K - $243K
|
15.7K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.4% |
$904 - $1.01K
|
5.94K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.2K+ 381.62% |
$2.83M - $3.16M
|
94.9K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
824+ 2.3% |
$31K - $34.7K
|
36.6K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-808- 0.15% |
$30.4K - $34K
|
529K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.06K- 5.08% |
$40.1K - $44.8K
|
19.9K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-943- 9.43% |
$35.5K - $39.7K
|
9.06K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
220+ 1.27% |
$8.29K - $9.25K
|
17.6K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.28K+ 3.63% |
$123K - $138K
|
93.7K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.87K+ 43.32% |
$146K - $163K
|
12.8K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
856+ 4.64% |
$32.2K - $36K
|
19.3K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
511New |
$19.2K - $21.5K
|
511
$20.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-159K- 96.78% |
$5.98M - $6.68M
|
5.29K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.97KNew |
$225K - $251K
|
5.97K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 86.88% |
$631K - $705K
|
2.53K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
739+ 1.98% |
$27.8K - $31.1K
|
38K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.65K+ 37.84% |
$62.1K - $69.4K
|
6.01K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.01K+ 12.72% |
$37.8K - $42.3K
|
8.91K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
334+ 3.49% |
$12.6K - $14K
|
9.92K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
437+ 2.26% |
$16.5K - $18.4K
|
19.7K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$75.3 - $84.1
|
10.6K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72K+ 7.62% |
$2.71M - $3.03M
|
1.02M
$41.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-205- 2.69% |
$7.72K - $8.62K
|
7.41K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.03K+ 18.36% |
$189K - $212K
|
32.4K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.1KNew |
$1.06M - $1.18M
|
28.1K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.3K- 8.22% |
$275K - $307K
|
81.5K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
567K+ 7.19% |
$21.3M - $23.8M
|
8.45M
$342M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
30.8KNew |
$1.16M - $1.3M
|
30.8K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.81K- 5.44% |
$68.2K - $76.2K
|
31.5K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$144K - $161K
|
3.84K
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
116KNew |
$4.37M - $4.88M
|
116K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15.7K- 66.85% |
$592K - $662K
|
7.8K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
13.6K+ 9.13% |
$514K - $574K
|
163K
$6.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
499+ 4.02% |
$18.8K - $21K
|
12.9K
$522K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.38K+ 1.54% |
$52.1K - $58.2K
|
91.1K
$3.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.19K- 1.66% |
$120K - $134K
|
189K
$7.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-221K- 78.66% |
$8.31M - $9.28M
|
59.9K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-298- 4.97% |
$11.2K - $12.5K
|
5.7K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
17.5KNew |
$657K - $734K
|
17.5K
$706K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.08% |
$1.09K - $1.22K
|
36.5K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.9K- 2.93% |
$71.4K - $79.7K
|
62.9K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-777- 93.17% |
$29.3K - $32.7K
|
57
$2.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 24.51% |
$55K - $61.4K
|
7.42K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.59K- 10.41% |
$59.9K - $66.9K
|
13.7K
$554K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-190- 0.95% |
$7.16K - $7.99K
|
19.7K
$798K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 2.38% |
$890K - $994K
|
1.02M
$41.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-84- 1.0% |
$3.16K - $3.53K
|
8.32K
$336K
|