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 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.95KNew |
$315K - $349K
|
7.95K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-540- 7.88% |
$21.4K - $23.7K
|
6.31K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
110New |
$4.35K - $4.83K
|
110
$4.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
48.9KNew |
$1.94M - $2.15M
|
48.9K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.33KNew |
$251K - $278K
|
6.33K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$222K - $246K
|
5.61K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 4.65% |
$74.2K - $82.4K
|
38.4K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-358- 2.13% |
$14.2K - $15.7K
|
16.4K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-995- 13.69% |
$39.4K - $43.7K
|
6.28K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$43K - $47.7K
|
1.09K
$46.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 100.0% |
$39.6K - $44K
|
2K
$86.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.24% |
$3.33K - $3.69K
|
35.7K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.68% |
$198 - $220
|
736
$31.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-921- 8.07% |
$36.5K - $40.5K
|
10.5K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-560- 6.57% |
$22.2K - $24.6K
|
7.97K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.55KNew |
$141K - $156K
|
3.55K
$153K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$43.5K - $48.3K
|
1.1K
$47.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-91- 1.38% |
$3.6K - $4K
|
6.51K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.39K- 16.45% |
$94.4K - $105K
|
12.1K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
186+ 113.41% |
$7.36K - $8.17K
|
350
$15.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$3.96K - $4.4K
|
100
$4.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-250- 3.03% |
$9.9K - $11K
|
7.99K
$344K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$215
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.03K+ 9.05% |
$38.9K - $43.5K
|
12.5K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
332KNew |
$12.5M - $14M
|
332K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.74KNew |
$292K - $326K
|
7.74K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$6.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$215
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-22- 0.3% |
$829 - $925
|
7.26K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.88% |
$188 - $210
|
576
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
261+ 4.89% |
$9.83K - $11K
|
5.6K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.3K+ 18.7% |
$426K - $475K
|
71.7K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.7KNew |
$781K - $873K
|
20.7K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.4% |
$904 - $1.01K
|
5.94K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$144K - $161K
|
3.84K
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-777- 93.17% |
$29.3K - $32.7K
|
57
$2.46K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.59K- 10.41% |
$59.9K - $66.9K
|
13.7K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
285New |
$10.7K - $12K
|
285
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.19KNew |
$44.8K - $50.1K
|
1.19K
$51.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.68K+ 216.93% |
$251K - $281K
|
9.76K
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
355New |
$13.4K - $14.9K
|
355
$15.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.61K- 48.39% |
$211K - $236K
|
5.99K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 0.65% |
$2.18K - $2.44K
|
8.88K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 40.76% |
$196K - $219K
|
7.55K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 1.01% |
$404K - $451K
|
1.05M
$45.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 0.14% |
$102K - $113K
|
1.94M
$83.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 8.06% |
$215K - $240K
|
76.5K
$3.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$4.71K - $5.26K
|
125
$5.39K
|
|