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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-719K- 73.63% |
$30.2M - $32M
|
257K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-307K- 15.92% |
$12.9M - $13.7M
|
1.62M
$70.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-234K- 11.38% |
$9.82M - $10.4M
|
1.82M
$79.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197K- 45.96% |
$8.25M - $8.76M
|
231K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-163K- 83.06% |
$6.84M - $7.27M
|
33.3K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-81.9K- 21.54% |
$3.44M - $3.65M
|
298K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.5K- 3.04% |
$3.21M - $3.41M
|
2.44M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 2.37% |
$2.36M - $2.51M
|
2.32M
$101M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-56.1K- 52.36% |
$2.36M - $2.5M
|
51.1K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-44.4K- 54.94% |
$1.86M - $1.98M
|
36.5K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-42.6K- 14.61% |
$1.79M - $1.9M
|
249K
$10.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-41.3K- 45.39% |
$1.73M - $1.84M
|
49.7K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-33.2K- 85.05% |
$1.39M - $1.48M
|
5.83K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-30.2K- 26.63% |
$1.27M - $1.35M
|
83.1K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-28K- 42.59% |
$1.17M - $1.25M
|
37.7K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25.3K- 78.63% |
$1.06M - $1.13M
|
6.87K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.9K- 13.2% |
$833K - $885K
|
131K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.8K- 4.75% |
$746K - $793K
|
357K
$15.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11.5K- 6.18% |
$483K - $514K
|
175K
$7.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.4K- 29.51% |
$480K - $510K
|
27.3K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11.3K- 91.55% |
$475K - $504K
|
1.04K
$45.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-11.1K- 18.14% |
$466K - $495K
|
50.1K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-10.2K- 17.84% |
$429K - $456K
|
47.1K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-10K- 1.32% |
$420K - $446K
|
751K
$32.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.87K- 31.12% |
$414K - $440K
|
21.8K
$953K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.35K- 11.06% |
$392K - $417K
|
75.2K
$3.28M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.91K- 20.49% |
$290K - $308K
|
26.8K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.65K- 1.33% |
$279K - $296K
|
494K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-6.61K- 29.36% |
$277K - $295K
|
15.9K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.41K- 6.13% |
$269K - $286K
|
98.2K
$4.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-6.41K- 26.15% |
$269K - $286K
|
18.1K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.19K- 14.4% |
$260K - $276K
|
36.8K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6K- 21.16% |
$252K - $268K
|
22.4K
$975K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.5K- 2.68% |
$231K - $245K
|
200K
$8.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.27K- 5.03% |
$221K - $235K
|
99.6K
$4.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.17K- 80.79% |
$217K - $231K
|
1.23K
$53.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.04K- 0.54% |
$211K - $225K
|
932K
$40.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.8K- 4.17% |
$201K - $214K
|
110K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.42K- 15.71% |
$186K - $197K
|
23.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.16K- 2.29% |
$175K - $186K
|
177K
$7.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 4.18% |
$167K - $178K
|
91.5K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.84K- 4.86% |
$161K - $171K
|
75.1K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 30.39% |
$160K - $170K
|
8.75K
$382K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.8K- 13.69% |
$159K - $169K
|
24K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.59K- 7.64% |
$151K - $160K
|
43.4K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.5K- 13.02% |
$147K - $156K
|
23.4K
$1.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.46K- 1.87% |
$145K - $154K
|
181K
$7.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.28K- 30.77% |
$137K - $146K
|
7.37K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.11K- 8.43% |
$131K - $139K
|
33.8K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.1K- 2.47% |
$130K - $138K
|
122K
$5.34M
|
|