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 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-480- 2.88% |
$18.1K - $20.2K
|
16.2K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-475- 1.41% |
$17.9K - $20K
|
33.3K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-432- 0.28% |
$16.3K - $18.2K
|
155K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-427- 2.36% |
$16.1K - $18K
|
17.7K
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-422- 10.55% |
$15.9K - $17.7K
|
3.58K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-331- 1.62% |
$12.5K - $13.9K
|
20.1K
$814K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-299- 8.28% |
$11.3K - $12.6K
|
3.31K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-298- 4.97% |
$11.2K - $12.5K
|
5.7K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-289- 4.45% |
$10.9K - $12.2K
|
6.2K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-267- 0.65% |
$10.1K - $11.2K
|
40.8K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-225- 2.15% |
$8.47K - $9.46K
|
10.2K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-225- 1.03% |
$8.47K - $9.46K
|
21.7K
$878K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-217- 0.87% |
$8.17K - $9.13K
|
24.8K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-215- 1.88% |
$8.1K - $9.04K
|
11.2K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-205- 2.69% |
$7.72K - $8.62K
|
7.41K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-190- 0.95% |
$7.16K - $7.99K
|
19.7K
$798K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 27.27% |
$5.65K - $6.31K
|
400
$16.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-138- 1.3% |
$5.2K - $5.8K
|
10.5K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-128- 0.2% |
$4.82K - $5.38K
|
63.2K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-110- 1.32% |
$4.14K - $4.63K
|
8.24K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-108- 16.22% |
$4.07K - $4.54K
|
558
$22.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-84- 1.0% |
$3.16K - $3.53K
|
8.32K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 0.65% |
$2.18K - $2.44K
|
8.88K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.31% |
$1.62K - $1.81K
|
13.7K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 0.78% |
$1.47K - $1.64K
|
4.95K
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-36- 0.14% |
$1.36K - $1.51K
|
26.5K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-36- 0.41% |
$1.36K - $1.51K
|
8.71K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.4% |
$904 - $1.01K
|
5.94K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-22- 0.3% |
$829 - $925
|
7.26K
$294K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-19- 0.55% |
$716 - $799
|
3.45K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9- 0.75% |
$339 - $379
|
1.19K
$48.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.02% |
$75.3 - $84.1
|
8.74K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.61% |
$37.7 - $42.1
|
164
$6.64K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-224K- 56.95% |
$8.14M - $8.73M
|
169K
$6.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-64.4K- 70.54% |
$2.34M - $2.51M
|
26.9K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.1K- 26.62% |
$624K - $669K
|
47.2K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.26K- 33.62% |
$301K - $322K
|
16.3K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.63K- 12.75% |
$168K - $181K
|
31.7K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 2.52% |
$37.2K - $39.9K
|
39.5K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-670- 8.16% |
$24.4K - $26.1K
|
7.54K
$305K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-600- 67.95% |
$21.8K - $23.4K
|
283
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-500- 3.81% |
$18.2K - $19.5K
|
12.6K
$511K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-387- 0.52% |
$14.1K - $15.1K
|
74.7K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-360- 41.86% |
$13.1K - $14K
|
500
$20.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 5.36% |
$10.9K - $11.7K
|
5.29K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-200- 1.7% |
$7.28K - $7.8K
|
11.6K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-105- 26.25% |
$3.82K - $4.1K
|
295
$11.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-146K- 23.01% |
$5.17M - $5.63M
|
490K
$19.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-89.5K- 77.04% |
$3.16M - $3.44M
|
26.7K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-34.5K- 38.91% |
$1.22M - $1.33M
|
54.2K
$2.19M
|
|