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 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56+ 0.81% |
$2.22K - $2.45K
|
6.98K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.84% |
$1.94K - $2.15K
|
5.86K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.75% |
$1.63K - $1.8K
|
5.52K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.61% |
$1.51K - $1.67K
|
6.3K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
37+ 0.19% |
$1.47K - $1.62K
|
19K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34+ 0.19% |
$1.35K - $1.49K
|
17.8K
$761K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
31New |
$1.23K - $1.36K
|
31
$1.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 0.83% |
$1.07K - $1.18K
|
3.28K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.17% |
$953 - $1.05K
|
14.2K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18+ 0.24% |
$714 - $789
|
7.67K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14+ 0.2% |
$556 - $614
|
7.03K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10New |
$397 - $438
|
10
$427
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10+ 0.07% |
$397 - $438
|
14K
$598K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.75% |
$357 - $394
|
1.21K
$51.7K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$39.7 - $43.8
|
31.4K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.74% |
$39.7 - $43.8
|
137
$5.85K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$39.7 - $43.8
|
10.6K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$39.7 - $43.8
|
4.1K
$175K
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
70.8K+ 855.16% |
$2.8M - $3.11M
|
79.1K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
54KNew |
$2.14M - $2.37M
|
54K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
48.9KNew |
$1.94M - $2.15M
|
48.9K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25KNew |
$990K - $1.1M
|
25K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
22.5KNew |
$891K - $990K
|
22.5K
$962K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.5K+ 2.04% |
$889K - $987K
|
1.13M
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$406K - $451K
|
10.3K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.95KNew |
$315K - $349K
|
7.95K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.55KNew |
$299K - $332K
|
7.55K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.33KNew |
$251K - $278K
|
6.33K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$238K - $264K
|
6.01K
$257K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.97KNew |
$236K - $262K
|
5.97K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.66KNew |
$224K - $249K
|
5.66K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$222K - $246K
|
5.61K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.27KNew |
$209K - $231K
|
5.27K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.55KNew |
$141K - $156K
|
3.55K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
2.63KNew |
$104K - $115K
|
2.63K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.95KNew |
$77.1K - $85.6K
|
1.95K
$83.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.48KNew |
$58.6K - $65.1K
|
1.48K
$63.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$43.5K - $48.3K
|
1.1K
$47K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$43K - $47.7K
|
1.09K
$46.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 100.0% |
$39.6K - $44K
|
2K
$85.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
691New |
$27.4K - $30.4K
|
691
$29.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
318New |
$12.6K - $14K
|
318
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$11.9K - $13.2K
|
300
$12.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
186+ 113.41% |
$7.36K - $8.17K
|
350
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
126+ 24.66% |
$4.99K - $5.54K
|
637
$27.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
121New |
$4.79K - $5.32K
|
121
$5.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
110New |
$4.35K - $4.83K
|
110
$4.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
107+ 0.35% |
$4.24K - $4.7K
|
30.9K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$3.96K - $4.4K
|
100
$4.27K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.24% |
$3.33K - $3.69K
|
35.7K
$1.53M
|
|