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 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.4KNew |
$327K - $377K
|
10.4K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.76KNew |
$182K - $210K
|
5.76K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57KNew |
$81K - $93.4K
|
2.57K
$104K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.7KNew |
$465K - $536K
|
14.7K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 36.65% |
$1.86K - $2.15K
|
102
$4.13K
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-53.8K- 15.76% |
$1.7M - $1.96M
|
288K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-74- 0.78% |
$2.34K - $2.69K
|
9.37K
$379K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.22% |
$568 - $655
|
8.1K
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
137New |
$4.33K - $4.99K
|
137
$5.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 11.44% |
$302K - $348K
|
93K
$3.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
5.69KNew |
$180K - $207K
|
5.69K
$230K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-320- 2.84% |
$10.1K - $11.6K
|
11K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.8KNew |
$183K - $211K
|
5.8K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.03KNew |
$190K - $219K
|
6.03K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.52K+ 4.07% |
$111K - $128K
|
90.1K
$3.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-452- 7.02% |
$14.3K - $16.5K
|
5.99K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 14.35% |
$48.3K - $55.7K
|
12.2K
$494K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.05K- 30.95% |
$160K - $184K
|
11.3K
$456K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
220New |
$6.95K - $8.01K
|
220
$8.9K
|
|
| Q3 2023 | |||||||
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8K- 4.27% |
$267K - $288K
|
179K
$7.26M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$467 - $503
|
14
$566
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
466New |
$15.5K - $16.8K
|
466
$18.9K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.95K- 38.99% |
$132K - $142K
|
6.19K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
439New |
$14.6K - $15.8K
|
439
$17.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$16.7K - $18K
|
500
$20.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 8.57% |
$69.2K - $74.5K
|
22.1K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30K+ 2000.0% |
$1M - $1.08M
|
31.5K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13.4K- 66.07% |
$448K - $483K
|
6.9K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3New |
$100 - $108
|
3
$121
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-689- 9.66% |
$23K - $24.8K
|
6.44K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.86KNew |
$296K - $319K
|
8.86K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8+ 0.06% |
$267 - $288
|
13.5K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-747- 5.59% |
$24.9K - $26.9K
|
12.6K
$511K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-212- 20.95% |
$7.07K - $7.62K
|
800
$32.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.3K- 51.99% |
$1.08M - $1.16M
|
29.8K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$7.41K - $7.98K
|
222
$8.98K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38.2KNew |
$1.28M - $1.38M
|
38.2K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 63.69% |
$70.1K - $75.5K
|
1.2K
$48.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 15.27% |
$34.8K - $37.5K
|
7.88K
$319K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.1% |
$867 - $935
|
2.39K
$96.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
5.7K+ 5.1% |
$190K - $205K
|
118K
$4.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$66.7K - $71.9K
|
2K
$80.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.76KNew |
$325K - $351K
|
9.76K
$395K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-61- 0.81% |
$2.03K - $2.19K
|
7.45K
$301K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
860New |
$28.7K - $30.9K
|
860
$34.8K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
55.7KNew |
$1.86M - $2M
|
55.7K
$2.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-196K- 56.7% |
$6.52M - $7.03M
|
149K
$6.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.4% |
$66.7 - $71.9
|
498
$20.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.56KNew |
$219K - $236K
|
6.56K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39+ 0.45% |
$1.3K - $1.4K
|
8.61K
$348K
|
|