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 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
5.7K+ 5.1% |
$190K - $205K
|
118K
$4.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$66.7K - $71.9K
|
2K
$83.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 15.27% |
$34.8K - $37.5K
|
7.88K
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
860New |
$28.7K - $30.9K
|
860
$35.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$16.7K - $18K
|
500
$20.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
466New |
$15.5K - $16.8K
|
466
$19.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
439New |
$14.6K - $15.8K
|
439
$18.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$7.41K - $7.98K
|
222
$9.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39+ 0.45% |
$1.3K - $1.4K
|
8.61K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.1% |
$867 - $935
|
2.39K
$99.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$467 - $503
|
14
$584
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8+ 0.06% |
$267 - $288
|
13.5K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3New |
$100 - $108
|
3
$125
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
107KNew |
$3.54M - $3.88M
|
107K
$4.45M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
29.6KNew |
$982K - $1.08M
|
29.6K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$363K - $398K
|
10.9K
$456K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
9.04KNew |
$300K - $329K
|
9.04K
$377K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.16KNew |
$238K - $261K
|
7.16K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.92K+ 9.23% |
$63.8K - $70K
|
22.7K
$949K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544New |
$18.1K - $19.8K
|
544
$22.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
368New |
$12.2K - $13.4K
|
368
$15.4K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
325New |
$10.8K - $11.8K
|
325
$13.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.45% |
$1.16K - $1.27K
|
7.88K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$797 - $873
|
24
$1K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9KNew |
$607K - $684K
|
17.9K
$747K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
16KNew |
$542K - $611K
|
16K
$667K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
14.6K+ 5.02% |
$496K - $560K
|
306K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$535K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$535K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
10.3K+ 9.42% |
$350K - $395K
|
120K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$339K - $383K
|
10K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.11K+ 96.99% |
$275K - $310K
|
16.5K
$688K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.46KNew |
$253K - $285K
|
7.46K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
7.01KNew |
$238K - $268K
|
7.01K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.84KNew |
$232K - $262K
|
6.84K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
6.21KNew |
$210K - $237K
|
6.21K
$259K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.01K+ 3.64% |
$170K - $192K
|
143K
$5.95M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.2K+ 20.77% |
$40.8K - $46K
|
7K
$292K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 14.56% |
$32.2K - $36.3K
|
7.48K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
806+ 14.59% |
$27.3K - $30.8K
|
6.33K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
592+ 0.69% |
$20.1K - $22.6K
|
87K
$3.63M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
535New |
$18.1K - $20.5K
|
535
$22.3K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$12K - $13.6K
|
355
$14.8K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
275+ 1.79% |
$9.33K - $10.5K
|
15.7K
$654K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
270+ 3.64% |
$9.16K - $10.3K
|
7.68K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$6.78K - $7.65K
|
200
$8.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
185+ 3.09% |
$6.27K - $7.08K
|
6.17K
$257K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.33% |
$712 - $803
|
6.46K
$270K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
729KNew |
$24.1M - $27.7M
|
729K
$30.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
239KNew |
$7.9M - $9.09M
|
239K
$9.96M
|
|