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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.13K+ 2.98% |
$80.2K - $89.6K
|
73.6K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.96K+ 339.17% |
$73.7K - $82.3K
|
2.53K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 1.88% |
$68.6K - $76.6K
|
98.8K
$4.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.82K+ 1.72% |
$68.4K - $76.4K
|
107K
$4.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73K+ 7.79% |
$65.2K - $72.8K
|
23.9K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.65K+ 37.84% |
$62.1K - $69.4K
|
6.01K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 24.51% |
$55K - $61.4K
|
7.42K
$311K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.38K+ 1.54% |
$52.1K - $58.2K
|
91.1K
$3.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.38K+ 3.84% |
$51.9K - $57.9K
|
37.2K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 18.72% |
$47.8K - $53.4K
|
8.05K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.21K+ 0.12% |
$45.7K - $51K
|
1.02M
$42.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.19KNew |
$44.8K - $50.1K
|
1.19K
$49.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.16K+ 7.35% |
$43.7K - $48.8K
|
16.9K
$711K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.1K+ 5.51% |
$41.4K - $46.2K
|
21.1K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.09K+ 8.87% |
$41.1K - $45.9K
|
13.4K
$563K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09KNew |
$40.9K - $45.7K
|
1.09K
$45.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.03K+ 9.05% |
$38.9K - $43.5K
|
12.5K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.01K+ 12.72% |
$37.8K - $42.3K
|
8.91K
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
925New |
$34.8K - $38.9K
|
925
$38.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
856+ 4.64% |
$32.2K - $36K
|
19.3K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
824+ 2.3% |
$31K - $34.7K
|
36.6K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
789+ 11.08% |
$29.7K - $33.2K
|
7.91K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
739+ 1.98% |
$27.8K - $31.1K
|
38K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
735+ 4.58% |
$27.7K - $30.9K
|
16.8K
$705K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
707+ 0.6% |
$26.6K - $29.7K
|
119K
$4.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
644+ 2.75% |
$24.3K - $27.1K
|
24.1K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
615+ 15.52% |
$23.2K - $25.9K
|
4.58K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
558+ 1.61% |
$21K - $23.5K
|
35.2K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
511New |
$19.2K - $21.5K
|
511
$21.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
499+ 4.02% |
$18.8K - $21K
|
12.9K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
437+ 2.26% |
$16.5K - $18.4K
|
19.7K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
384+ 2.8% |
$14.5K - $16.2K
|
14.1K
$592K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
382+ 14.36% |
$14.4K - $16.1K
|
3.04K
$128K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
355New |
$13.4K - $14.9K
|
355
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
334+ 3.49% |
$12.6K - $14K
|
9.92K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
285New |
$10.7K - $12K
|
285
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
261+ 4.89% |
$9.83K - $11K
|
5.6K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
250+ 4.46% |
$9.42K - $10.5K
|
5.85K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
249+ 0.92% |
$9.38K - $10.5K
|
27.2K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
245+ 4.2% |
$9.23K - $10.3K
|
6.07K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
220+ 1.27% |
$8.29K - $9.25K
|
17.6K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
181+ 0.45% |
$6.82K - $7.61K
|
40.7K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
175+ 0.65% |
$6.59K - $7.36K
|
27K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
164+ 7.39% |
$6.18K - $6.9K
|
2.38K
$99.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$4.71K - $5.26K
|
125
$5.25K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
117+ 0.4% |
$4.41K - $4.92K
|
29.3K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 1.4% |
$3.77K - $4.21K
|
7.27K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
95+ 1.5% |
$3.58K - $4K
|
6.42K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
79+ 0.55% |
$2.98K - $3.32K
|
14.5K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
61New |
$2.3K - $2.57K
|
61
$2.56K
|