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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-89.2K- 75.42% |
$3.41M - $3.85M
|
29.1K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53.1K- 91.02% |
$2.03M - $2.29M
|
5.24K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38.8K- 37.41% |
$1.48M - $1.68M
|
64.9K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.2K- 37.28% |
$1.12M - $1.26M
|
49.2K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.1K- 2.73% |
$537K - $607K
|
501K
$21.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.73K- 16.92% |
$372K - $420K
|
47.8K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.2K- 47.99% |
$351K - $397K
|
9.97K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-8.81K- 59.51% |
$336K - $380K
|
5.99K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7K- 27.86% |
$267K - $302K
|
18.1K
$781K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-6.93K- 46.65% |
$265K - $299K
|
7.92K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.37K- 30.47% |
$167K - $189K
|
9.97K
$430K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.25K- 13.96% |
$124K - $140K
|
20K
$862K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$98.7K - $112K
|
228K
$9.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.8K- 9.48% |
$68.9K - $77.9K
|
17.2K
$742K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.61K- 2.06% |
$61.6K - $69.7K
|
76.8K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.14K- 2.42% |
$43.5K - $49.2K
|
46K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.05K- 16.97% |
$40.1K - $45.4K
|
5.14K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-916- 5.36% |
$35K - $39.6K
|
16.2K
$696K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-868- 3.27% |
$33.1K - $37.5K
|
25.7K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-710- 7.75% |
$27.1K - $30.7K
|
8.45K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-676- 4.22% |
$25.8K - $29.2K
|
15.3K
$660K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-670- 4.48% |
$25.6K - $28.9K
|
14.3K
$615K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-626- 1.58% |
$23.9K - $27K
|
39K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600- 60.0% |
$22.9K - $25.9K
|
400
$17.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-595- 1.11% |
$22.7K - $25.7K
|
53.2K
$2.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-563- 24.19% |
$21.5K - $24.3K
|
1.76K
$76K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-330- 4.74% |
$12.6K - $14.3K
|
6.63K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-299- 2.05% |
$11.4K - $12.9K
|
14.3K
$615K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-186- 1.49% |
$7.1K - $8.03K
|
12.3K
$531K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-178- 2.25% |
$6.8K - $7.69K
|
7.73K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-170- 2.45% |
$6.49K - $7.34K
|
6.76K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-120- 2.23% |
$4.58K - $5.18K
|
5.27K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-72- 0.83% |
$2.75K - $3.11K
|
8.58K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-20- 0.19% |
$764 - $864
|
10.4K
$446K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-110K- 11.47% |
$4.36M - $4.81M
|
847K
$36.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-109K- 97.7% |
$4.32M - $4.77M
|
2.57K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-95.3K- 48.22% |
$3.78M - $4.18M
|
102K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.5K- 5.66% |
$2.32M - $2.56M
|
976K
$42.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.7K- 78.68% |
$2.21M - $2.44M
|
15.1K
$650K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33K- 49.98% |
$1.31M - $1.45M
|
33K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-31.9K- 28.11% |
$1.27M - $1.4M
|
81.7K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.9K- 9.37% |
$1.27M - $1.4M
|
309K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-31.4K- 5.71% |
$1.24M - $1.37M
|
518K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-21.8K- 14.54% |
$865K - $956K
|
128K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.5KClosed |
$736K - $813K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-12.9K- 55.18% |
$513K - $566K
|
10.5K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.6K- 10.7% |
$498K - $550K
|
105K
$4.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10.1K- 31.83% |
$400K - $441K
|
21.6K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.92K- 0.64% |
$394K - $435K
|
1.55M
$66.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.54K- 42.97% |
$378K - $418K
|
12.7K
$545K
|
|