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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
107KNew |
$3.54M - $3.88M
|
107K
$4.02M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-783- 14.56% |
$26K - $28.5K
|
4.6K
$173K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.07K- 17.76% |
$68.5K - $75.1K
|
9.56K
$360K
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
680+ 4.2% |
$22.6K - $24.7K
|
16.9K
$636K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-998- 25.99% |
$33.1K - $36.3K
|
2.84K
$107K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.9K- 57.72% |
$462K - $506K
|
10.2K
$384K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-76.4K- 44.67% |
$2.54M - $2.78M
|
94.6K
$3.56M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$363K - $398K
|
10.9K
$412K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-814- 99.88% |
$27K - $29.6K
|
1
$37.7
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
9.04KNew |
$300K - $329K
|
9.04K
$341K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
368New |
$12.2K - $13.4K
|
368
$13.9K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.16KNew |
$238K - $261K
|
7.16K
$270K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.45% |
$1.16K - $1.27K
|
7.88K
$297K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-16.7K- 71.41% |
$555K - $608K
|
6.69K
$252K
|
|
Q1 2023 | |||||||
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
16KNew |
$542K - $611K
|
16K
$602K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.46KNew |
$253K - $285K
|
7.46K
$281K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.84KNew |
$232K - $262K
|
6.84K
$258K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.15K- 41.18% |
$141K - $159K
|
5.93K
$223K
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$339K - $383K
|
10K
$377K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.11K+ 96.99% |
$275K - $310K
|
16.5K
$621K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.5K- 60.0% |
$50.9K - $57.4K
|
1K
$37.7K
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
10.3K+ 9.42% |
$350K - $395K
|
120K
$4.52M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.2K- 11.2% |
$143K - $161K
|
33.3K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$483K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.2K+ 20.77% |
$40.8K - $46K
|
7K
$263K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-157K- 99.75% |
$5.31M - $5.99M
|
390
$14.7K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
592+ 0.69% |
$20.1K - $22.6K
|
87K
$3.28M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$6.78K - $7.65K
|
200
$7.53K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 99.8% |
$17K - $19.1K
|
1
$37.7
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-40.4K- 8.22% |
$1.37M - $1.55M
|
451K
$17M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9KNew |
$607K - $684K
|
17.9K
$674K
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
7.01KNew |
$238K - $268K
|
7.01K
$264K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
535New |
$18.1K - $20.5K
|
535
$20.1K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 1.04% |
$2.37K - $2.68K
|
6.68K
$251K
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
6.21KNew |
$210K - $237K
|
6.21K
$234K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
275+ 1.79% |
$9.33K - $10.5K
|
15.7K
$591K
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
806+ 14.59% |
$27.3K - $30.8K
|
6.33K
$238K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$12K - $13.6K
|
355
$13.4K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.33% |
$712 - $803
|
6.46K
$243K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$483K
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
270+ 3.64% |
$9.16K - $10.3K
|
7.68K
$289K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-897- 8.62% |
$30.4K - $34.3K
|
9.5K
$358K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-400- 6.2% |
$13.6K - $15.3K
|
6.06K
$228K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.01K+ 3.64% |
$170K - $192K
|
143K
$5.37M
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
185+ 3.09% |
$6.27K - $7.08K
|
6.17K
$232K
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
14.6K+ 5.02% |
$496K - $560K
|
306K
$11.5M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 14.56% |
$32.2K - $36.3K
|
7.48K
$282K
|
|
Q4 2022 | |||||||
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
49.3K+ 750.89% |
$1.76M - $1.88M
|
55.9K
$2.1M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-300Closed |
$10.7K - $11.4K
|
0
$0
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
75.3KNew |
$2.68M - $2.87M
|
75.3K
$2.84M
|