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, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.1K- 25.0% |
$163K - $180K
|
12.3K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.5K- 5.66% |
$2.32M - $2.56M
|
976K
$42.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 2.68% |
$80.8K - $89.2K
|
73.9K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10KNew |
$397K - $438K
|
10K
$431K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
116+ 1.13% |
$4.6K - $5.08K
|
10.4K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.22K- 19.18% |
$48.4K - $53.4K
|
5.14K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.39K+ 74.33% |
$254K - $280K
|
15K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 2.99% |
$9.13K - $10.1K
|
7.91K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
222KNew |
$8.81M - $9.73M
|
222K
$9.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.3K- 1.68% |
$290K - $320K
|
428K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.68K+ 28.91% |
$265K - $293K
|
29.8K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.2KNew |
$1.56M - $1.72M
|
39.2K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-95.3K- 48.22% |
$3.78M - $4.18M
|
102K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-433- 0.52% |
$17.2K - $19K
|
82.7K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.82K- 3.34% |
$112K - $124K
|
81.6K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-200- 25.0% |
$7.94K - $8.77K
|
600
$25.8K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18+ 0.24% |
$714 - $789
|
7.67K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
67+ 3350.0% |
$2.66K - $2.94K
|
69
$2.97K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-6.16K- 8.45% |
$245K - $270K
|
66.8K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.09K- 2.81% |
$83K - $91.7K
|
72.3K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.94K+ 10.34% |
$117K - $129K
|
31.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98.7K+ 101.31% |
$3.92M - $4.33M
|
196K
$8.45M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
128+ 2.14% |
$5.08K - $5.61K
|
6.1K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-161- 0.6% |
$6.39K - $7.06K
|
26.5K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 20.34% |
$6.1M - $6.74M
|
910K
$39.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-663- 3.02% |
$26.3K - $29.1K
|
21.3K
$919K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-254- 3.45% |
$10.1K - $11.1K
|
7.11K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.9K+ 218.22% |
$2.14M - $2.36M
|
78.6K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 514.37% |
$1.28M - $1.41M
|
38.6K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
788+ 7.12% |
$31.3K - $34.5K
|
11.9K
$511K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
226+ 0.68% |
$8.97K - $9.91K
|
33.2K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
100KNew |
$3.97M - $4.39M
|
100K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78K+ 10.1% |
$110K - $122K
|
30.3K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.9K+ 7.0% |
$910K - $1.01M
|
351K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-97- 0.17% |
$3.85K - $4.25K
|
57.6K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-995- 2.9% |
$39.5K - $43.6K
|
33.4K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.28K- 6.16% |
$50.8K - $56.1K
|
19.5K
$840K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-263- 0.93% |
$10.4K - $11.5K
|
27.9K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
588+ 1.83% |
$23.3K - $25.8K
|
32.7K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.17% |
$953 - $1.05K
|
14.2K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.7K- 78.68% |
$2.21M - $2.44M
|
15.1K
$650K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152K+ 125.43% |
$6.05M - $6.68M
|
274K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.19K+ 20.65% |
$47.3K - $52.2K
|
6.96K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63M+ 17.88% |
$64.7M - $71.4M
|
10.7M
$463M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
22.8K+ 65.08% |
$904K - $998K
|
57.7K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.15K+ 2.7% |
$165K - $182K
|
158K
$6.8M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.28KNew |
$130K - $144K
|
3.28K
$141K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.65K+ 9.4% |
$383K - $423K
|
112K
$4.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.15K+ 38.74% |
$45.8K - $50.6K
|
4.13K
$178K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-219- 2.5% |
$8.69K - $9.6K
|
8.54K
$368K
|