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, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$191K - $208K
|
5.4K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.36KNew |
$189K - $206K
|
5.36K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.32KNew |
$188K - $205K
|
5.32K
$215K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.21KNew |
$113K - $124K
|
3.21K
$130K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$74.2K - $80.9K
|
2.1K
$85K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.9KNew |
$67.1K - $73.1K
|
1.9K
$76.9K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.38K+ 18.29% |
$48.7K - $53.1K
|
8.92K
$361K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 160.0% |
$28.2K - $30.8K
|
1.3K
$52.6K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
661+ 5.55% |
$23.3K - $25.4K
|
12.6K
$508K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$21.2K - $23.1K
|
600
$24.3K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
525New |
$18.5K - $20.2K
|
525
$21.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
517New |
$18.2K - $19.9K
|
517
$20.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
415+ 7.24% |
$14.6K - $16K
|
6.15K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
179New |
$6.32K - $6.89K
|
179
$7.24K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
174+ 0.91% |
$6.14K - $6.7K
|
19.4K
$785K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$3.56K - $3.89K
|
101
$4.09K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
61New |
$2.15K - $2.35K
|
61
$2.47K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$1.09K - $1.19K
|
31
$1.25K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.32% |
$671 - $731
|
6.01K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$106 - $115
|
3
$121
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
22.8KNew |
$720K - $830K
|
22.8K
$922K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.7KNew |
$465K - $536K
|
14.7K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$402K - $464K
|
12.7K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$393K - $453K
|
12.5K
$504K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.4KNew |
$327K - $377K
|
10.4K
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 11.44% |
$302K - $348K
|
93K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.87KNew |
$217K - $250K
|
6.87K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.03KNew |
$190K - $219K
|
6.03K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.8KNew |
$183K - $211K
|
5.8K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.76KNew |
$182K - $210K
|
5.76K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
5.69KNew |
$180K - $207K
|
5.69K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.52K+ 4.07% |
$111K - $128K
|
90.1K
$3.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57KNew |
$81K - $93.4K
|
2.57K
$104K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.32K+ 3.22% |
$73.2K - $84.4K
|
74.2K
$3M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$69.5K - $80.1K
|
2.2K
$89K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 14.35% |
$48.3K - $55.7K
|
12.2K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3KNew |
$41K - $47.3K
|
1.3K
$52.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
248New |
$7.83K - $9.03K
|
248
$10K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
220New |
$6.95K - $8.01K
|
220
$8.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
137New |
$4.33K - $4.99K
|
137
$5.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$3.22K - $3.71K
|
102
$4.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.22% |
$568 - $655
|
8.1K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.09% |
$505 - $582
|
1.49K
$60.1K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
55.7KNew |
$1.86M - $2M
|
55.7K
$2.25M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38.2KNew |
$1.28M - $1.38M
|
38.2K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30K+ 2000.0% |
$1M - $1.08M
|
31.5K
$1.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.76KNew |
$325K - $351K
|
9.76K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.86KNew |
$296K - $319K
|
8.86K
$358K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.56KNew |
$219K - $236K
|
6.56K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
5.7K+ 5.1% |
$190K - $205K
|
118K
$4.75M
|
|