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 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-540- 11.02% |
$19.1K - $20.8K
|
4.36K
$164K
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.29K- 3.09% |
$80.8K - $88.1K
|
71.7K
$2.7M
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.73K- 8.43% |
$202K - $220K
|
62.2K
$2.34M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.13K- 31.17% |
$287K - $313K
|
17.9K
$676K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 18.34% |
$51K - $55.6K
|
6.44K
$243K
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.3K- 1.51% |
$81.2K - $88.5K
|
150K
$5.66M
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-20K- 70.31% |
$704K - $768K
|
8.43K
$317K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.3K+ 59.89% |
$433K - $472K
|
32.7K
$1.23M
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
284+ 2.73% |
$10K - $10.9K
|
10.7K
$402K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
346+ 0.47% |
$12.2K - $13.3K
|
73.4K
$2.76M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.65K- 5.28% |
$129K - $140K
|
65.4K
$2.46M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-478K- 16.97% |
$16.9M - $18.4M
|
2.34M
$88.1M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.19K- 10.12% |
$77.3K - $84.3K
|
19.5K
$733K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.94K- 7.05% |
$139K - $152K
|
52K
$1.96M
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.77K+ 5.87% |
$309K - $337K
|
158K
$5.96M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-436K- 5.02% |
$15.4M - $16.8M
|
8.26M
$311M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
860New |
$30.3K - $33.1K
|
860
$32.4K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 3.68% |
$38.9K - $42.4K
|
28.8K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.17K- 28.11% |
$147K - $161K
|
10.7K
$402K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.82K+ 9.06% |
$99.5K - $108K
|
33.9K
$1.28M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.3K- 2.87% |
$609K - $664K
|
585K
$22M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-267K- 13.41% |
$9.43M - $10.3M
|
1.73M
$65M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.7K+ 5.37% |
$2.07M - $2.26M
|
1.15M
$43.4M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.4KNew |
$191K - $208K
|
5.4K
$203K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.7K- 43.21% |
$1.19M - $1.3M
|
44.3K
$1.67M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14KClosed |
$75.5K - $82.3K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
644+ 1.94% |
$22.7K - $24.8K
|
33.9K
$1.28M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.63K+ 9.96% |
$234K - $255K
|
73.1K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 2.36% |
$459 - $500
|
564
$21.2K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 13.02% |
$478K - $521K
|
90.4K
$3.41M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 2.63% |
$7.06K - $7.7K
|
7.41K
$279K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.21K+ 10.24% |
$113K - $124K
|
34.6K
$1.3M
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-156K- 95.85% |
$5.49M - $5.99M
|
6.74K
$254K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.36K- 7.21% |
$47.9K - $52.3K
|
17.5K
$658K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
279+ 0.86% |
$9.85K - $10.7K
|
32.7K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.55K- 13.66% |
$54.7K - $59.6K
|
9.8K
$369K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-882- 4.06% |
$31.1K - $33.9K
|
20.9K
$785K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 65.65% |
$6.81K - $7.43K
|
101
$3.8K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 4.9% |
$452K - $492K
|
274K
$10.3M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9K+ 72.79% |
$1.3M - $1.42M
|
87.7K
$3.3M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.55K- 9.4% |
$125K - $136K
|
34.2K
$1.29M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-27- 0.18% |
$953 - $1.04K
|
15.4K
$580K
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.28K+ 14.68% |
$45.2K - $49.3K
|
10K
$376K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31.6K- 66.66% |
$1.12M - $1.22M
|
15.8K
$596K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.26K- 38.46% |
$150K - $164K
|
6.82K
$257K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.55K- 4.73% |
$267K - $291K
|
152K
$5.73M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-298- 0.56% |
$10.5K - $11.5K
|
53.3K
$2.01M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.82K- 0.34% |
$64.1K - $69.8K
|
530K
$20M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-342- 2.89% |
$12.1K - $13.2K
|
11.5K
$433K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 129.61% |
$422K - $460K
|
21.2K
$797K
|