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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$393K - $453K
|
12.5K
$522K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 6.1% |
$6.32K - $7.28K
|
3.08K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$402K - $464K
|
12.7K
$534K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.09% |
$505 - $582
|
1.49K
$62.2K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-410- 1.59% |
$12.9K - $14.9K
|
25.4K
$1.06M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$3.22K - $3.71K
|
102
$4.27K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.47K- 12.7% |
$46.4K - $53.5K
|
10.1K
$423K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.87KNew |
$217K - $250K
|
6.87K
$288K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.68K- 20.5% |
$53K - $61.1K
|
6.51K
$273K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-21- 0.1% |
$663 - $764
|
20.5K
$858K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3KNew |
$41K - $47.3K
|
1.3K
$54.4K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 15.04% |
$31.6K - $36.4K
|
5.65K
$237K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57KNew |
$81K - $93.4K
|
2.57K
$107K
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.76KNew |
$182K - $210K
|
5.76K
$241K
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.4KNew |
$327K - $377K
|
10.4K
$434K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.7KNew |
$465K - $536K
|
14.7K
$617K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 36.65% |
$1.86K - $2.15K
|
102
$4.27K
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-53.8K- 15.76% |
$1.7M - $1.96M
|
288K
$12.1M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.22% |
$568 - $655
|
8.1K
$340K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-74- 0.78% |
$2.34K - $2.69K
|
9.37K
$393K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
137New |
$4.33K - $4.99K
|
137
$5.74K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 11.44% |
$302K - $348K
|
93K
$3.9M
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
5.69KNew |
$180K - $207K
|
5.69K
$239K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-320- 2.84% |
$10.1K - $11.6K
|
11K
$459K
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.8KNew |
$183K - $211K
|
5.8K
$243K
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.03KNew |
$190K - $219K
|
6.03K
$253K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.52K+ 4.07% |
$111K - $128K
|
90.1K
$3.78M
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-452- 7.02% |
$14.3K - $16.5K
|
5.99K
$251K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 14.35% |
$48.3K - $55.7K
|
12.2K
$511K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.05K- 30.95% |
$160K - $184K
|
11.3K
$473K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
220New |
$6.95K - $8.01K
|
220
$9.22K
|
|
Q3 2023 | |||||||
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8K- 4.27% |
$267K - $288K
|
179K
$7.52M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$467 - $503
|
14
$587
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
466New |
$15.5K - $16.8K
|
466
$19.5K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.95K- 38.99% |
$132K - $142K
|
6.19K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 8.57% |
$69.2K - $74.5K
|
22.1K
$927K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$16.7K - $18K
|
500
$21K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32.7K- 49.48% |
$1.09M - $1.18M
|
33.4K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
439New |
$14.6K - $15.8K
|
439
$18.4K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30K+ 2000.0% |
$1M - $1.08M
|
31.5K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13.4K- 66.07% |
$448K - $483K
|
6.9K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-689- 9.66% |
$23K - $24.8K
|
6.44K
$270K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3New |
$100 - $108
|
3
$126
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.86KNew |
$296K - $319K
|
8.86K
$371K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-747- 5.59% |
$24.9K - $26.9K
|
12.6K
$529K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8+ 0.06% |
$267 - $288
|
13.5K
$566K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.3K- 51.99% |
$1.08M - $1.16M
|
29.8K
$1.25M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.14K- 8.46% |
$37.9K - $40.8K
|
12.3K
$515K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-212- 20.95% |
$7.07K - $7.62K
|
800
$33.5K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$7.41K - $7.98K
|
222
$9.3K
|