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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
44.1KNew |
$1.75M - $1.93M
|
44.1K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.2KNew |
$1.67M - $1.85M
|
42.2K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
41.8K+ 159.22% |
$1.66M - $1.83M
|
68.1K
$2.91M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
41.1KNew |
$1.63M - $1.8M
|
41.1K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.2KNew |
$1.56M - $1.72M
|
39.2K
$1.68M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
38.3K+ 19.93% |
$1.52M - $1.68M
|
230K
$9.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.2K+ 6.58% |
$1.52M - $1.67M
|
619K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.4KNew |
$1.48M - $1.64M
|
37.4K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 25.68% |
$1.45M - $1.61M
|
179K
$7.66M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35K+ 222.28% |
$1.39M - $1.54M
|
50.8K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.1K+ 66.06% |
$1.35M - $1.49M
|
85.6K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33K+ 49.36% |
$1.31M - $1.45M
|
99.9K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
32.6K+ 1.87% |
$1.3M - $1.43M
|
1.77M
$75.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 514.37% |
$1.28M - $1.41M
|
38.6K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
31.4K+ 5.52% |
$1.25M - $1.38M
|
601K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
30.9K+ 15.05% |
$1.23M - $1.35M
|
236K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.1M - $1.22M
|
27.7K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
27.5K+ 19.98% |
$1.09M - $1.2M
|
165K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
26.7K+ 41.5% |
$1.06M - $1.17M
|
90.9K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 4.73% |
$952K - $1.05M
|
531K
$22.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.9K+ 7.0% |
$910K - $1.01M
|
351K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
22.8K+ 65.08% |
$904K - $998K
|
57.7K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
22.6K+ 1.16% |
$897K - $990K
|
1.97M
$84.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 1.14% |
$890K - $983K
|
1.99M
$85.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22K+ 4.59% |
$875K - $966K
|
503K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
21.9K+ 183.83% |
$869K - $960K
|
33.8K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.6K+ 37.92% |
$856K - $945K
|
78.4K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
19.5K+ 11.88% |
$776K - $857K
|
184K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14.9KNew |
$593K - $655K
|
14.9K
$639K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$575K - $635K
|
14.5K
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.4KNew |
$533K - $589K
|
13.4K
$574K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3KNew |
$526K - $581K
|
13.3K
$566K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 6.49% |
$489K - $540K
|
202K
$8.64M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12KNew |
$474K - $524K
|
12K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.9K+ 32.85% |
$472K - $521K
|
48.1K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.5K+ 4.18% |
$456K - $503K
|
286K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6KNew |
$422K - $466K
|
10.6K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.3K+ 11.17% |
$408K - $450K
|
102K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 88.88% |
$401K - $443K
|
21.5K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10KNew |
$397K - $438K
|
10K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.65K+ 9.4% |
$383K - $423K
|
112K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
9.54K+ 2.58% |
$379K - $418K
|
379K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.05K+ 4.39% |
$359K - $396K
|
215K
$9.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.03K+ 22.99% |
$358K - $396K
|
48.3K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.85K+ 5.0% |
$351K - $388K
|
186K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.66K+ 85.19% |
$344K - $380K
|
18.8K
$805K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.66K+ 12.41% |
$344K - $380K
|
78.4K
$3.35M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.46K+ 6.48% |
$336K - $371K
|
139K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.35K+ 7.54% |
$292K - $322K
|
105K
$4.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.93KNew |
$275K - $304K
|
6.93K
$296K
|