Latest Institutional Purchases of First Tr Morningstar Dividend (FDL)
This list provides information on the latest institutional transactions involving First Tr Morningstar Dividend (FDL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
56.3K+ 34.12% |
$2.15M - $2.43M
|
221K
$9.46M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42KNew |
$1.6M - $1.81M
|
42K
$1.79M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37K+ 104.86% |
$1.41M - $1.6M
|
72.2K
$3.08M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 17.49% |
$834K - $943K
|
147K
$6.26M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$608K - $687K
|
15.9K
$680K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
10K+ 9.01% |
$384K - $434K
|
122K
$5.19M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5K+ 2.02% |
$191K - $216K
|
252K
$10.8M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.45KNew |
$55.5K - $62.7K
|
1.45K
$62K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.39K+ 27.72% |
$53K - $60K
|
6.4K
$273K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 4.52% |
$52.2K - $59K
|
31.6K
$1.35M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.27K+ 0.71% |
$48.7K - $55K
|
181K
$7.73M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 2.32% |
$42.4K - $47.9K
|
48.8K
$2.09M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
483+ 1.99% |
$18.4K - $20.9K
|
24.8K
$1.06M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
68New |
$2.6K - $2.94K
|
68
$2.91K
|
|
Q1 2025 | |||||||
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63M+ 17.88% |
$64.7M - $71.4M
|
10.7M
$459M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52M+ 4206.28% |
$60.4M - $66.7M
|
1.56M
$66.6M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
652K+ 20.61% |
$25.9M - $28.6M
|
3.81M
$163M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
642KNew |
$25.5M - $28.2M
|
642K
$27.4M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
621K+ 52.28% |
$24.7M - $27.2M
|
1.81M
$77.3M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
512K+ 46586.45% |
$20.3M - $22.5M
|
514K
$21.9M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
490K+ 7.01% |
$19.4M - $21.5M
|
7.48M
$319M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
427KNew |
$16.9M - $18.7M
|
427K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
345K+ 17.24% |
$13.7M - $15.1M
|
2.35M
$100M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
313K+ 10.41% |
$12.4M - $13.7M
|
3.32M
$142M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285K+ 13.68% |
$11.3M - $12.5M
|
2.37M
$101M
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
273KNew |
$10.8M - $12M
|
273K
$11.7M
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
222KNew |
$8.81M - $9.73M
|
222K
$9.48M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195K+ 23.52% |
$7.75M - $8.56M
|
1.03M
$43.8M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
154K+ 1981.77% |
$6.12M - $6.76M
|
162K
$6.92M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 20.34% |
$6.1M - $6.74M
|
910K
$38.9M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152K+ 125.43% |
$6.05M - $6.68M
|
274K
$11.7M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
142KNew |
$5.63M - $6.22M
|
142K
$6.06M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
131K+ 331.0% |
$5.18M - $5.72M
|
170K
$7.26M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$4.69M - $5.17M
|
118K
$5.04M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115KNew |
$4.56M - $5.04M
|
115K
$4.91M
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
111KNew |
$4.41M - $4.87M
|
111K
$4.75M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
100KNew |
$3.97M - $4.39M
|
100K
$4.28M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98.7K+ 101.31% |
$3.92M - $4.33M
|
196K
$8.38M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
81.2KNew |
$3.22M - $3.56M
|
81.2K
$3.47M
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
81.1KNew |
$3.22M - $3.55M
|
81.1K
$3.46M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
72K+ 7.22% |
$2.86M - $3.16M
|
1.07M
$45.7M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.4K+ 3.7% |
$2.63M - $2.91M
|
1.86M
$79.6M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.7K+ 2.36% |
$2.57M - $2.84M
|
2.8M
$120M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
59.5K+ 166.39% |
$2.36M - $2.61M
|
95.3K
$4.07M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58.3KNew |
$2.31M - $2.56M
|
58.3K
$2.49M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
54.9KNew |
$2.18M - $2.41M
|
54.9K
$2.35M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.9K+ 218.22% |
$2.14M - $2.36M
|
78.6K
$3.36M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.7K+ 14.01% |
$2.13M - $2.35M
|
437K
$18.7M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.6KNew |
$2.13M - $2.35M
|
53.6K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
46.3KNew |
$1.84M - $2.03M
|
46.3K
$1.98M
|