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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.02M- 36.0% |
$35.9M - $39.2M
|
1.81M
$68.5M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-508K- 70.67% |
$17.9M - $19.5M
|
211K
$7.97M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-478K- 16.97% |
$16.9M - $18.4M
|
2.34M
$88.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-436K- 5.02% |
$15.4M - $16.8M
|
8.26M
$313M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-267K- 13.41% |
$9.43M - $10.3M
|
1.73M
$65.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-220K- 17.88% |
$7.75M - $8.45M
|
1.01M
$38.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-203K- 15.76% |
$7.16M - $7.81M
|
1.08M
$41M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-200K- 19.22% |
$7.06M - $7.7M
|
841K
$31.8M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-156K- 95.85% |
$5.49M - $5.99M
|
6.74K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-146K- 23.01% |
$5.17M - $5.63M
|
490K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-142K- 43.2% |
$5.02M - $5.47M
|
187K
$7.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-142K- 7.41% |
$5M - $5.46M
|
1.77M
$67.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109K- 6.06% |
$3.85M - $4.2M
|
1.69M
$64M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-89.5K- 77.04% |
$3.16M - $3.44M
|
26.7K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73.2K- 50.65% |
$2.58M - $2.82M
|
71.3K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-69.9K- 84.73% |
$2.47M - $2.69M
|
12.6K
$477K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-66.1K- 62.36% |
$2.33M - $2.54M
|
39.9K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-52.2K- 25.08% |
$1.84M - $2.01M
|
156K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-49.3K- 81.4% |
$1.74M - $1.9M
|
11.3K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-41.1K- 28.84% |
$1.45M - $1.58M
|
101K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 42.72% |
$1.39M - $1.52M
|
52.8K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.3K- 74.83% |
$1.32M - $1.44M
|
12.6K
$475K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.3K- 31.1% |
$1.32M - $1.44M
|
82.7K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-34.5K- 38.91% |
$1.22M - $1.33M
|
54.2K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.7K- 43.21% |
$1.19M - $1.3M
|
44.3K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-32.1K- 42.54% |
$1.13M - $1.23M
|
43.3K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31.6K- 66.66% |
$1.12M - $1.22M
|
15.8K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 0.46% |
$1.07M - $1.17M
|
6.63M
$251M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 1.53% |
$948K - $1.03M
|
1.73M
$65.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-26.5K- 24.89% |
$936K - $1.02M
|
80.1K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.8K- 18.27% |
$841K - $917K
|
107K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-22.7K- 4.13% |
$802K - $875K
|
528K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-20K- 70.31% |
$704K - $768K
|
8.43K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.1K- 33.23% |
$638K - $695K
|
36.3K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 18.88% |
$633K - $690K
|
77.1K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.3K- 2.87% |
$609K - $664K
|
585K
$22.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.2K- 12.63% |
$607K - $662K
|
119K
$4.51M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13.8K- 7.38% |
$489K - $533K
|
174K
$6.57M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 13.02% |
$478K - $521K
|
90.4K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.5K- 6.5% |
$442K - $482K
|
180K
$6.81M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.7K- 15.67% |
$413K - $450K
|
63K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-11.7K- 10.14% |
$412K - $449K
|
103K
$3.91M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.3K- 22.84% |
$399K - $435K
|
38.2K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-10.8K- 27.94% |
$383K - $417K
|
28K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 90.91% |
$353K - $385K
|
1K
$37.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.91K- 21.04% |
$350K - $381K
|
37.2K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.64K- 28.17% |
$340K - $371K
|
24.6K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.63K- 18.09% |
$340K - $370K
|
43.6K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.24K- 1.59% |
$326K - $355K
|
570K
$21.6M
|
|