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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.04% |
$106 - $115
|
7.06K
$266K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.01K- 2.52% |
$141K - $154K
|
155K
$5.83M
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18.3K+ 16.71% |
$646K - $705K
|
128K
$4.82M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 12.5% |
$5.29K - $5.77K
|
1.05K
$39.5K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 0.99% |
$2.51K - $2.73K
|
7.25K
$273K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 4.08% |
$748K - $816K
|
540K
$20.3M
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.4K+ 73.29% |
$437K - $477K
|
29.3K
$1.1M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.7K- 15.67% |
$413K - $450K
|
63K
$2.37M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.57K- 16.51% |
$126K - $137K
|
18K
$679K
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 42.72% |
$1.39M - $1.52M
|
52.8K
$1.99M
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.45KNew |
$263K - $287K
|
7.45K
$281K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
517New |
$18.2K - $19.9K
|
517
$19.5K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-200K- 19.22% |
$7.06M - $7.7M
|
841K
$31.7M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.42K- 44.17% |
$226K - $247K
|
8.11K
$305K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.89K- 10.48% |
$314K - $342K
|
75.9K
$2.86M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.51KNew |
$194K - $212K
|
5.51K
$208K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
18+ 2.24% |
$635 - $693
|
823
$31K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$431K - $470K
|
12.2K
$460K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.39K- 1.79% |
$120K - $131K
|
187K
$7.03M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-151- 7.61% |
$5.33K - $5.81K
|
1.83K
$69K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.35K- 4.36% |
$47.8K - $52.1K
|
29.7K
$1.12M
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
141K+ 14.55% |
$4.97M - $5.42M
|
1.11M
$41.8M
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-11.7K- 10.14% |
$412K - $449K
|
103K
$3.89M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.69K- 2.74% |
$59.7K - $65.1K
|
60.1K
$2.26M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.17% |
$282 - $308
|
4.73K
$178K
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-26.5K- 24.89% |
$936K - $1.02M
|
80.1K
$3.02M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.2K+ 6.14% |
$1.49M - $1.62M
|
729K
$27.5M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.13K- 9.44% |
$110K - $120K
|
30K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-848- 15.24% |
$29.9K - $32.6K
|
4.72K
$178K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.7KNew |
$588K - $642K
|
16.7K
$628K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.21K- 2.85% |
$42.6K - $46.4K
|
41K
$1.55M
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 15.71% |
$96.4K - $105K
|
14.7K
$552K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$191K - $208K
|
5.4K
$203K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.12K+ 2.75% |
$110K - $120K
|
116K
$4.38M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-32.1K- 42.54% |
$1.13M - $1.23M
|
43.3K
$1.63M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 5.71% |
$43.1K - $46.9K
|
20.1K
$758K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-720- 7.89% |
$25.4K - $27.7K
|
8.4K
$316K
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.32KNew |
$188K - $205K
|
5.32K
$200K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.98KNew |
$246K - $269K
|
6.98K
$263K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-203K- 15.76% |
$7.16M - $7.81M
|
1.08M
$40.8M
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.93K+ 28.39% |
$68.2K - $74.4K
|
8.74K
$329K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-142K- 7.41% |
$5M - $5.46M
|
1.77M
$66.8M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.59K+ 40.94% |
$91.5K - $99.8K
|
8.93K
$336K
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.37KNew |
$189K - $207K
|
5.37K
$202K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
144KNew |
$5.1M - $5.56M
|
144K
$5.44M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 1.39% |
$5.65K - $6.16K
|
11.4K
$429K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 0.03% |
$882 - $962
|
75.1K
$2.83M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.8K+ 234.96% |
$944K - $1.03M
|
38.1K
$1.44M
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
6.79K+ 8.04% |
$240K - $261K
|
91.3K
$3.44M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
577New |
$20.4K - $22.2K
|
577
$21.7K
|