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 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-55- 0.21% |
$2.18K - $2.41K
|
26.7K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-175- 2.54% |
$6.95K - $7.67K
|
6.71K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.73KNew |
$267K - $295K
|
6.73K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.65K- 7.88% |
$105K - $116K
|
31K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
385+ 4.4% |
$15.3K - $16.9K
|
9.14K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.6K- 10.7% |
$498K - $550K
|
105K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-8- 0.33% |
$318 - $351
|
2.42K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 10.25% |
$42.3K - $46.7K
|
11.5K
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33K- 49.98% |
$1.31M - $1.45M
|
33K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-35- 0.4% |
$1.39K - $1.53K
|
8.65K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
273KNew |
$10.8M - $12M
|
273K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.02K- 10.0% |
$40.4K - $44.6K
|
9.16K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.38K- 1.76% |
$54.8K - $60.5K
|
77.2K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.47K- 3.58% |
$177K - $196K
|
120K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
44.1KNew |
$1.75M - $1.93M
|
44.1K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.41K- 8.94% |
$55.8K - $61.7K
|
14.3K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91K+ 13.88% |
$155K - $172K
|
32.1K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
294+ 5.66% |
$11.7K - $12.9K
|
5.49K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.45K- 57.4% |
$137K - $151K
|
2.56K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-389- 1.97% |
$15.4K - $17K
|
19.3K
$827K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
4.68KNew |
$186K - $205K
|
4.68K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 13.61% |
$198K - $218K
|
31.6K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21KNew |
$207K - $228K
|
5.21K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 2.31% |
$2.18K - $2.41K
|
2.33K
$99.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.15K+ 4.12% |
$165K - $182K
|
105K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3KNew |
$526K - $581K
|
13.3K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.46K+ 6.48% |
$336K - $371K
|
139K
$5.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195K+ 23.52% |
$7.75M - $8.56M
|
1.03M
$43.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
21.9K+ 183.83% |
$869K - $960K
|
33.8K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-2.63K- 18.28% |
$104K - $115K
|
11.7K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.82K+ 37.64% |
$191K - $211K
|
17.6K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-695- 6.27% |
$27.6K - $30.5K
|
10.4K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
122+ 1.88% |
$4.84K - $5.35K
|
6.63K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-654- 5.91% |
$26K - $28.7K
|
10.4K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.56K+ 6.91% |
$181K - $200K
|
70.5K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4.59K- 4.23% |
$182K - $201K
|
104K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.01K- 3.27% |
$199K - $219K
|
148K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 88.88% |
$401K - $443K
|
21.5K
$918K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-160- 80.0% |
$6.35K - $7.01K
|
40
$1.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.96K- 86.41% |
$157K - $173K
|
622
$26.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 0.83% |
$1.07K - $1.18K
|
3.28K
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.32K+ 1.97% |
$91.9K - $101K
|
120K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.44K+ 2.08% |
$96.9K - $107K
|
120K
$5.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
96.2K+ 436.13% |
$3.82M - $4.22M
|
118K
$5.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-457- 6.1% |
$18.1K - $20K
|
7.04K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.01% |
$198 - $219
|
49K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$575K - $635K
|
14.5K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.03K+ 22.99% |
$358K - $396K
|
48.3K
$2.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
833+ 5.94% |
$33.1K - $36.5K
|
14.8K
$634K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 150.0% |
$23.8K - $26.3K
|
1K
$42.7K
|