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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.49K- 21.95% |
$52.7K - $57.5K
|
5.31K
$200K
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
106+ 1.12% |
$3.74K - $4.08K
|
9.56K
$360K
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-41.1K- 28.84% |
$1.45M - $1.58M
|
101K
$3.82M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-89.5K- 77.04% |
$3.16M - $3.44M
|
26.7K
$1M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.63K- 6.79% |
$57.6K - $62.8K
|
22.4K
$844K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 160.0% |
$28.2K - $30.8K
|
1.3K
$49K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 18.88% |
$633K - $690K
|
77.1K
$2.9M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.77K- 8.48% |
$62.6K - $68.3K
|
19.1K
$721K
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
415+ 7.24% |
$14.6K - $16K
|
6.15K
$231K
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
50.3K+ 55.5% |
$1.77M - $1.93M
|
141K
$5.3M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.22K- 25.88% |
$114K - $124K
|
9.23K
$348K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.33K+ 3.73% |
$153K - $167K
|
121K
$4.54M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-281- 0.03% |
$9.92K - $10.8K
|
1.08M
$40.5M
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.74K+ 1.82% |
$167K - $183K
|
266K
$10M
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-481- 2.07% |
$17K - $18.5K
|
22.8K
$857K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.91K- 21.04% |
$350K - $381K
|
37.2K
$1.4M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.32% |
$671 - $731
|
6.01K
$226K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
203+ 1.99% |
$7.16K - $7.81K
|
10.4K
$392K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
45+ 1.27% |
$1.59K - $1.73K
|
3.6K
$135K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.31K- 14.8% |
$81.5K - $88.9K
|
13.3K
$501K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 20.25% |
$48.8K - $53.2K
|
8.21K
$309K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.88K+ 9.69% |
$278K - $303K
|
89.2K
$3.36M
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-1.6K- 34.78% |
$56.5K - $61.6K
|
3K
$113K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.62KNew |
$57.1K - $62.3K
|
1.62K
$60.9K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.36K+ 10.69% |
$224K - $245K
|
65.8K
$2.48M
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-170- 0.18% |
$6K - $6.54K
|
96.7K
$3.64M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73.2K- 50.65% |
$2.58M - $2.82M
|
71.3K
$2.69M
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30.3K+ 39.37% |
$1.07M - $1.17M
|
107K
$4.04M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 0.31% |
$1.2K - $1.31K
|
10.9K
$411K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
12.4K+ 4.58% |
$438K - $478K
|
283K
$10.7M
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
409+ 0.22% |
$14.4K - $15.7K
|
183K
$6.9M
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
730+ 3.92% |
$25.8K - $28.1K
|
19.4K
$729K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.99K- 7.27% |
$141K - $154K
|
50.9K
$1.92M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.2KNew |
$677K - $738K
|
19.2K
$722K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.68K+ 1.16% |
$165K - $180K
|
406K
$15.3M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
275KNew |
$9.69M - $10.6M
|
275K
$10.3M
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-43- 0.55% |
$1.52K - $1.65K
|
7.76K
$292K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-292- 7.48% |
$10.3K - $11.2K
|
3.61K
$136K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.47K+ 1.91% |
$87.1K - $95K
|
132K
$4.97M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.41K- 27.58% |
$85K - $92.7K
|
6.32K
$238K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-71- 0.86% |
$2.51K - $2.73K
|
8.18K
$308K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-451- 2.19% |
$15.9K - $17.4K
|
20.2K
$760K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.12K+ 79.52% |
$251K - $274K
|
16.1K
$605K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.33K- 12.57% |
$188K - $205K
|
37.1K
$1.4M
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
637+ 7.71% |
$22.5K - $24.5K
|
8.9K
$335K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 27.32% |
$82.9K - $90.4K
|
6.25K
$235K
|
|
Q4 2023 | |||||||
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
22.8KNew |
$720K - $830K
|
22.8K
$859K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
138+ 1.02% |
$4.36K - $5.02K
|
13.6K
$513K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$69.5K - $80.1K
|
2.2K
$82.9K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.32K+ 3.22% |
$73.2K - $84.4K
|
74.2K
$2.79M
|