Latest Institutional Sells of First Tr Morningstar Dividend (FDL)
This list provides information on the latest institutional transactions involving First Tr Morningstar Dividend (FDL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.13M- 72.56% |
$43.2M - $48.8M
|
428K
$18.6M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-258K- 94.42% |
$9.87M - $11.2M
|
15.3K
$665K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-132K- 77.36% |
$5.02M - $5.68M
|
38.5K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-97.2K- 84.6% |
$3.71M - $4.2M
|
17.7K
$771K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-89.2K- 75.42% |
$3.41M - $3.85M
|
29.1K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-87.3K- 31.98% |
$3.33M - $3.77M
|
186K
$8.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-86.8K- 52.62% |
$3.31M - $3.75M
|
78.1K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-85.8K- 10.13% |
$3.28M - $3.71M
|
761K
$33.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54K- 30.1% |
$2.06M - $2.33M
|
125K
$5.46M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53.1K- 91.02% |
$2.03M - $2.29M
|
5.24K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 4.0% |
$1.69M - $1.91M
|
1.06M
$46.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-43.3K- 2.19% |
$1.65M - $1.87M
|
1.93M
$84.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38.8K- 37.41% |
$1.48M - $1.68M
|
64.9K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-36.1K- 87.89% |
$1.38M - $1.56M
|
4.97K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.6K- 18.17% |
$1.36M - $1.54M
|
160K
$6.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.8K- 15.7% |
$1.29M - $1.46M
|
181K
$7.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.2K- 28.37% |
$1.23M - $1.39M
|
81.2K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.2K- 37.28% |
$1.12M - $1.26M
|
49.2K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-28.2K- 38.17% |
$1.08M - $1.22M
|
45.7K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-25.5K- 46.34% |
$972K - $1.1M
|
29.5K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.3K- 20.3% |
$929K - $1.05M
|
95.5K
$4.16M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.8K- 44.49% |
$909K - $1.03M
|
29.7K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.9K- 19.52% |
$609K - $689K
|
65.7K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.3K- 67.66% |
$546K - $617K
|
6.83K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.1K- 2.73% |
$537K - $607K
|
501K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-13.8K- 74.19% |
$529K - $598K
|
4.82K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.85K- 13.47% |
$376K - $425K
|
63.3K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.73K- 16.92% |
$372K - $420K
|
47.8K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.2K- 47.99% |
$351K - $397K
|
9.97K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-8.81K- 59.51% |
$336K - $380K
|
5.99K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.85K- 8.21% |
$300K - $339K
|
87.7K
$3.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7K- 27.86% |
$267K - $302K
|
18.1K
$790K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-6.93K- 46.65% |
$265K - $299K
|
7.92K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.76K- 0.66% |
$258K - $292K
|
1.02M
$44.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.62K- 3.07% |
$253K - $286K
|
209K
$9.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.64K- 7.18% |
$215K - $244K
|
73K
$3.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.52K- 15.6% |
$211K - $238K
|
29.9K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.5K- 48.82% |
$210K - $238K
|
5.77K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-5.15K- 49.08% |
$197K - $222K
|
5.34K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.02K- 15.75% |
$192K - $217K
|
26.8K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.37K- 30.47% |
$167K - $189K
|
9.97K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.37K- 24.1% |
$129K - $146K
|
10.6K
$463K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.25K- 13.96% |
$124K - $140K
|
20K
$872K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.99K- 8.95% |
$114K - $129K
|
30.4K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.97K- 5.15% |
$113K - $128K
|
54.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.83K- 21.45% |
$108K - $122K
|
10.4K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$98.7K - $112K
|
228K
$9.92M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.55K- 77.68% |
$97.3K - $110K
|
732
$31.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2.51K- 3.61% |
$95.7K - $108K
|
67K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.43K- 2.06% |
$92.6K - $105K
|
115K
$5.02M
|