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 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78K+ 10.1% |
$110K - $122K
|
30.3K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.17% |
$953 - $1.05K
|
14.2K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.9K+ 7.0% |
$910K - $1.01M
|
351K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-97- 0.17% |
$3.85K - $4.25K
|
57.6K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-995- 2.9% |
$39.5K - $43.6K
|
33.4K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
100KNew |
$3.97M - $4.39M
|
100K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152K+ 125.43% |
$6.05M - $6.68M
|
274K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.7K- 78.68% |
$2.21M - $2.44M
|
15.1K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63M+ 17.88% |
$64.7M - $71.4M
|
10.7M
$459M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.19K+ 20.65% |
$47.3K - $52.2K
|
6.96K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.65K+ 9.4% |
$383K - $423K
|
112K
$4.8M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.28KNew |
$130K - $144K
|
3.28K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.15K+ 2.7% |
$165K - $182K
|
158K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
22.8K+ 65.08% |
$904K - $998K
|
57.7K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-219- 2.5% |
$8.69K - $9.6K
|
8.54K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
19.5K+ 11.88% |
$776K - $857K
|
184K
$7.87M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
32.5K+ 130.12% |
$1.29M - $1.43M
|
57.5K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
131K+ 331.0% |
$5.18M - $5.72M
|
170K
$7.26M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
167+ 0.5% |
$6.63K - $7.32K
|
33.5K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.92K- 11.09% |
$76K - $83.9K
|
15.4K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-3.24K- 4.46% |
$129K - $142K
|
69.5K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 25.68% |
$1.45M - $1.61M
|
179K
$7.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.4K+ 3.7% |
$2.63M - $2.91M
|
1.86M
$79.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-939- 2.59% |
$37.3K - $41.2K
|
35.4K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.15K+ 38.74% |
$45.8K - $50.6K
|
4.13K
$177K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-295- 4.55% |
$11.7K - $12.9K
|
6.2K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.1K- 4.55% |
$163K - $180K
|
86K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-7.68K- 84.7% |
$305K - $336K
|
1.39K
$59.3K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 3.83% |
$47.2K - $52.2K
|
32.2K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
32.6K+ 1.87% |
$1.3M - $1.43M
|
1.77M
$75.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 4.73% |
$952K - $1.05M
|
531K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17- 0.08% |
$675 - $745
|
20.6K
$878K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.24K+ 4.07% |
$129K - $142K
|
82.9K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.73K+ 6.31% |
$267K - $295K
|
113K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.88KNew |
$194K - $214K
|
4.88K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
834+ 3.03% |
$33.1K - $36.6K
|
28.4K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
136+ 1.85% |
$5.4K - $5.96K
|
7.47K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.59K+ 4.43% |
$103K - $114K
|
61K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-930- 2.21% |
$36.9K - $40.8K
|
41.1K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-311- 2.71% |
$12.3K - $13.6K
|
11.2K
$477K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33K+ 49.36% |
$1.31M - $1.45M
|
99.9K
$4.27M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60New |
$2.38K - $2.63K
|
60
$2.56K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-12.9K- 55.18% |
$513K - $566K
|
10.5K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 9.34% |
$73.8K - $81.5K
|
21.8K
$931K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$39.7 - $43.8
|
10.6K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
27.5K+ 19.98% |
$1.09M - $1.2M
|
165K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.18% |
$39.7 - $43.8
|
557
$23.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
469+ 5211.11% |
$18.6K - $20.6K
|
478
$20.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99K+ 11.75% |
$198K - $219K
|
47.4K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$913 - $1.01K
|
1.81K
$77.3K
|