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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.47K- 1.91% |
$131K - $146K
|
178K
$7.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.44K- 4.99% |
$129K - $144K
|
65.4K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-3.28K- 4.69% |
$124K - $138K
|
66.7K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.19K- 1.66% |
$120K - $134K
|
189K
$7.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.07K- 7.94% |
$116K - $129K
|
35.6K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.06K- 1.32% |
$115K - $129K
|
229K
$9.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.01K- 13.39% |
$113K - $127K
|
19.5K
$788K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.71K- 7.24% |
$102K - $114K
|
34.7K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.64K- 23.63% |
$99.4K - $111K
|
8.53K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.18K- 4.24% |
$82.1K - $91.6K
|
49.2K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 2.39% |
$74.8K - $83.5K
|
80.9K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.9K- 2.93% |
$71.4K - $79.7K
|
62.9K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.81K- 5.44% |
$68.2K - $76.2K
|
31.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.78K- 3.01% |
$67K - $74.9K
|
57.3K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.77K- 13.29% |
$66.5K - $74.3K
|
11.5K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.72K- 13.51% |
$64.6K - $72.1K
|
11K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.59K- 10.41% |
$59.9K - $66.9K
|
13.7K
$554K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.56K- 2.96% |
$58.6K - $65.5K
|
51.1K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 21.28% |
$58.4K - $65.2K
|
5.74K
$232K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 12.18% |
$56.2K - $62.7K
|
10.8K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.48K- 3.79% |
$55.8K - $62.3K
|
37.7K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 9.91% |
$55.6K - $62.1K
|
13.4K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.39K- 15.04% |
$52.5K - $58.6K
|
7.87K
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.34K- 1.1% |
$50.4K - $56.3K
|
120K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.23K- 1.92% |
$46.4K - $51.8K
|
62.8K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.22K- 15.72% |
$46K - $51.4K
|
6.55K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.22K- 5.89% |
$45.9K - $51.3K
|
19.5K
$789K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 15.42% |
$43.7K - $48.8K
|
6.37K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 3.46% |
$40.4K - $45.1K
|
29.9K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.06K- 5.08% |
$40.1K - $44.8K
|
19.9K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 3.33% |
$39.4K - $44K
|
30.3K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.04K- 0.93% |
$39.1K - $43.7K
|
110K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-943- 9.43% |
$35.5K - $39.7K
|
9.06K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-915- 1.4% |
$34.5K - $38.5K
|
64.4K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-879- 2.8% |
$33.1K - $37K
|
30.5K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-825- 10.36% |
$31.1K - $34.7K
|
7.14K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-808- 0.15% |
$30.4K - $34K
|
529K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-797- 1.47% |
$30K - $33.5K
|
53.3K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-777- 93.17% |
$29.3K - $32.7K
|
57
$2.31K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-775- 10.3% |
$29.2K - $32.6K
|
6.75K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-762- 1.48% |
$28.7K - $32K
|
50.7K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-757- 7.79% |
$28.5K - $31.8K
|
8.96K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-678- 9.01% |
$25.5K - $28.5K
|
6.85K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-668- 3.47% |
$25.2K - $28.1K
|
18.6K
$752K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-616- 9.15% |
$23.2K - $25.9K
|
6.11K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-565- 1.85% |
$21.3K - $23.8K
|
30K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-563- 0.78% |
$21.2K - $23.7K
|
71.9K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-510- 1.88% |
$19.2K - $21.5K
|
26.6K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-496- 6.91% |
$18.7K - $20.9K
|
6.69K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-494- 0.31% |
$18.6K - $20.8K
|
157K
$6.34M
|