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 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-428K- 24.83% |
$15.6M - $16.7M
|
1.3M
$53.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-370K- 4.49% |
$13.5M - $14.4M
|
7.89M
$328M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-320K- 15.4% |
$11.6M - $12.5M
|
1.76M
$73M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-247K- 19.56% |
$8.97M - $9.62M
|
1.01M
$42.1M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-224K- 56.95% |
$8.14M - $8.73M
|
169K
$7.03M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-218K- 20.26% |
$7.93M - $8.5M
|
858K
$35.6M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-206K- 17.92% |
$7.51M - $8.05M
|
945K
$39.3M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-162K- 57.21% |
$5.89M - $6.32M
|
121K
$5.03M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-149K- 95.62% |
$5.42M - $5.81M
|
6.83K
$284K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-148K- 79.06% |
$5.38M - $5.76M
|
39.1K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-122K- 7.09% |
$4.45M - $4.78M
|
1.6M
$66.7M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-119K- 22.05% |
$4.33M - $4.65M
|
421K
$17.5M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-117K- 72.38% |
$4.24M - $4.55M
|
44.5K
$1.85M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-77.9K- 44.85% |
$2.83M - $3.04M
|
95.8K
$3.98M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-67.7K- 6.11% |
$2.46M - $2.64M
|
1.04M
$43.3M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-66.7K- 75.52% |
$2.43M - $2.6M
|
21.6K
$899K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.2K- 2.83% |
$2.41M - $2.58M
|
2.27M
$94.4M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-64.4K- 70.54% |
$2.34M - $2.51M
|
26.9K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63K- 22.99% |
$2.29M - $2.46M
|
211K
$8.76M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57.8K- 7.92% |
$2.1M - $2.25M
|
671K
$27.9M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-53.7K- 79.67% |
$1.96M - $2.1M
|
13.7K
$570K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 58.1% |
$1.75M - $1.87M
|
34.6K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-46.5K- 74.55% |
$1.69M - $1.81M
|
15.9K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-43.7K- 94.26% |
$1.59M - $1.7M
|
2.66K
$110K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.7K- 50.17% |
$1.33M - $1.43M
|
36.5K
$1.51M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-36.1K- 6.16% |
$1.31M - $1.41M
|
549K
$22.8M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-30.6K- 80.27% |
$1.11M - $1.19M
|
7.52K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30.5K- 36.05% |
$1.11M - $1.19M
|
54.1K
$2.25M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-27.1K- 72.95% |
$987K - $1.06M
|
10.1K
$418K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27K- 37.88% |
$983K - $1.05M
|
44.3K
$1.84M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.6K- 2.45% |
$966K - $1.04M
|
1.06M
$43.9M
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-22.6K- 42.85% |
$824K - $883K
|
30.2K
$1.25M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 52.97% |
$790K - $847K
|
19.3K
$801K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 4.44% |
$740K - $793K
|
437K
$18.2M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 18.19% |
$671K - $719K
|
82.9K
$3.44M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.8K- 16.67% |
$647K - $693K
|
88.8K
$3.69M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.1K- 26.62% |
$624K - $669K
|
47.2K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.9K- 12.32% |
$614K - $659K
|
120K
$4.99M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.7K- 1.65% |
$607K - $651K
|
993K
$41.2M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.9K- 5.22% |
$543K - $582K
|
271K
$11.3M
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14.2K- 9.47% |
$517K - $555K
|
136K
$5.65M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 45.57% |
$503K - $540K
|
16.5K
$686K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-13.8K- 17.71% |
$501K - $537K
|
64K
$2.66M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 6.61% |
$443K - $475K
|
172K
$7.14M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-11.2K- 2.13% |
$409K - $438K
|
517K
$21.5M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11.2K- 25.33% |
$409K - $438K
|
33.1K
$1.38M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.3K- 7.68% |
$376K - $403K
|
124K
$5.16M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-10.1K- 12.63% |
$368K - $394K
|
70K
$2.91M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-9.5K- 33.98% |
$346K - $371K
|
18.5K
$767K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.5K- 21.94% |
$346K - $371K
|
33.8K
$1.4M
|