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 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
661+ 5.55% |
$23.3K - $25.4K
|
12.6K
$473K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$106 - $115
|
3
$113
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.44K- 5.64% |
$227K - $248K
|
108K
$4.05M
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-465- 7.05% |
$16.4K - $17.9K
|
6.14K
$231K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.3K- 22.84% |
$399K - $435K
|
38.2K
$1.44M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.78K- 19.94% |
$169K - $184K
|
19.2K
$722K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-530- 8.2% |
$18.7K - $20.4K
|
5.93K
$223K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.1K- 33.23% |
$638K - $695K
|
36.3K
$1.37M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8.89K+ 5.85% |
$314K - $342K
|
161K
$6.06M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.01% |
$1.06K - $1.15K
|
458K
$17.2M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4.74K+ 6.82% |
$167K - $182K
|
74.1K
$2.79M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
179New |
$6.32K - $6.89K
|
179
$6.74K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.2K- 12.63% |
$607K - $662K
|
119K
$4.48M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-761- 9.13% |
$26.9K - $29.3K
|
7.57K
$285K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13.8K+ 42.41% |
$487K - $531K
|
46.4K
$1.75M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.47K+ 2.42% |
$51.8K - $56.5K
|
62.2K
$2.34M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 1.67% |
$38K - $41.4K
|
63.5K
$2.39M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.37K- 6.84% |
$48.5K - $52.8K
|
18.7K
$704K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
49.8K+ 3.13% |
$1.76M - $1.91M
|
1.64M
$61.8M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
525New |
$18.5K - $20.2K
|
525
$19.8K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.49K+ 2.76% |
$52.7K - $57.4K
|
55.6K
$2.1M
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11+ 0.14% |
$388 - $423
|
7.9K
$297K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.48KNew |
$229K - $249K
|
6.48K
$244K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 101.06% |
$519K - $566K
|
29.3K
$1.1M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.67K- 2.67% |
$94K - $103K
|
97.2K
$3.66M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
53+ 0.21% |
$1.87K - $2.04K
|
24.8K
$933K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.62K+ 27.44% |
$128K - $139K
|
16.8K
$632K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-508K- 70.67% |
$17.9M - $19.5M
|
211K
$7.93M
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
40.5K+ 364.29% |
$1.43M - $1.56M
|
51.6K
$1.94M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-557- 6.35% |
$19.7K - $21.4K
|
8.21K
$309K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65- 0.96% |
$2.29K - $2.5K
|
6.71K
$253K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.41K+ 20.3% |
$120K - $131K
|
20.2K
$761K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 0.4% |
$4.06K - $4.43K
|
28.6K
$1.08M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.41KNew |
$191K - $208K
|
5.41K
$204K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13.8K- 7.38% |
$489K - $533K
|
174K
$6.54M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
174+ 0.91% |
$6.14K - $6.7K
|
19.4K
$731K
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
348KNew |
$12.3M - $13.4M
|
348K
$13.1M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.99K+ 2.3% |
$70.2K - $76.6K
|
88.4K
$3.33M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
778+ 12.94% |
$27.5K - $29.9K
|
6.79K
$256K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-66.1K- 62.36% |
$2.33M - $2.54M
|
39.9K
$1.5M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-52.2K- 25.08% |
$1.84M - $2.01M
|
156K
$5.87M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-61- 0.54% |
$2.15K - $2.35K
|
11.2K
$421K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.98K- 6.06% |
$69.9K - $76.2K
|
30.7K
$1.16M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39.2K+ 66.86% |
$1.38M - $1.51M
|
97.8K
$3.68M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.24K- 1.59% |
$326K - $355K
|
570K
$21.5M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-10.8K- 27.94% |
$383K - $417K
|
28K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$74.2K - $80.9K
|
2.1K
$79.2K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.13K- 3.99% |
$39.9K - $43.5K
|
27.2K
$1.02M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.14K+ 14.29% |
$40.2K - $43.9K
|
9.12K
$343K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-72- 1.08% |
$2.54K - $2.77K
|
6.6K
$248K
|