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 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
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.74K- 30.87% |
$347K - $383K
|
19.6K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.69K- 59.74% |
$345K - $381K
|
5.85K
$252K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.3K- 1.68% |
$290K - $320K
|
428K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-6.16K- 8.45% |
$245K - $270K
|
66.8K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.91K- 33.0% |
$234K - $259K
|
12K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.74K- 15.52% |
$228K - $251K
|
31.2K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.49K- 8.43% |
$218K - $241K
|
59.6K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.36K- 18.6% |
$213K - $235K
|
23.5K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 13.61% |
$198K - $218K
|
31.6K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.81K- 28.06% |
$191K - $211K
|
12.3K
$531K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.51K- 2.48% |
$179K - $198K
|
177K
$7.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.48K- 16.77% |
$178K - $196K
|
22.2K
$958K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.47K- 3.58% |
$177K - $196K
|
120K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.38K- 10.64% |
$174K - $192K
|
36.8K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.1K- 4.55% |
$163K - $180K
|
86K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.1K- 25.0% |
$163K - $180K
|
12.3K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.96K- 86.41% |
$157K - $173K
|
622
$26.8K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.6K- 2.32% |
$143K - $158K
|
152K
$6.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.45K- 57.4% |
$137K - $151K
|
2.56K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.34K- 19.09% |
$132K - $146K
|
14.2K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-3.24K- 4.46% |
$129K - $142K
|
69.5K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.9K- 22.62% |
$115K - $127K
|
9.93K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.83K- 21.81% |
$112K - $124K
|
10.1K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.82K- 3.34% |
$112K - $124K
|
81.6K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.7K- 2.25% |
$107K - $118K
|
118K
$5.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-2.63K- 18.28% |
$104K - $115K
|
11.7K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.58K- 1.46% |
$102K - $113K
|
174K
$7.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.48K- 11.2% |
$98.5K - $109K
|
19.7K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.36K- 7.78% |
$93.5K - $103K
|
28K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 3.03% |
$90.7K - $100K
|
73.1K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.25K- 11.25% |
$89.1K - $98.4K
|
17.7K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.09K- 2.81% |
$83K - $91.7K
|
72.3K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 2.68% |
$80.8K - $89.2K
|
73.9K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.92K- 11.09% |
$76K - $83.9K
|
15.4K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.46K- 7.27% |
$58.1K - $64.2K
|
18.7K
$804K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.4K- 7.34% |
$55.4K - $61.1K
|
17.6K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.38K- 1.76% |
$54.8K - $60.5K
|
77.2K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.22% |
$51.6K - $57K
|
12.8K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.3K- 13.64% |
$51.4K - $56.8K
|
8.2K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.28K- 6.16% |
$50.8K - $56.1K
|
19.5K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.27K- 5.67% |
$50.4K - $55.7K
|
21.1K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.22K- 19.18% |
$48.4K - $53.4K
|
5.14K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.1K- 7.17% |
$43.5K - $48K
|
14.2K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 3.39% |
$40.7K - $44.9K
|
29.2K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-995- 2.9% |
$39.5K - $43.6K
|
33.4K
$1.44M
|