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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-939- 2.59% |
$37.3K - $41.2K
|
35.4K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-930- 2.21% |
$36.9K - $40.8K
|
41.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-925- 6.77% |
$36.7K - $40.5K
|
12.7K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-862- 0.39% |
$34.2K - $37.8K
|
222K
$9.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-674- 0.86% |
$26.8K - $29.5K
|
77.3K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-663- 3.02% |
$26.3K - $29.1K
|
21.3K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-654- 5.91% |
$26K - $28.7K
|
10.4K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-626- 1.69% |
$24.8K - $27.4K
|
36.5K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-579- 9.86% |
$23K - $25.4K
|
5.29K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-551- 4.24% |
$21.9K - $24.2K
|
12.5K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-543- 7.51% |
$21.6K - $23.8K
|
6.68K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-489- 5.62% |
$19.4K - $21.4K
|
8.21K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-460- 1.15% |
$18.3K - $20.2K
|
39.7K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-433- 0.52% |
$17.2K - $19K
|
82.7K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-370- 5.07% |
$14.7K - $16.2K
|
6.94K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-357- 0.45% |
$14.2K - $15.6K
|
79.5K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-322- 0.79% |
$12.8K - $14.1K
|
40.4K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-319- 2.74% |
$12.7K - $14K
|
11.3K
$488K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-311- 2.71% |
$12.3K - $13.6K
|
11.2K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-263- 0.93% |
$10.4K - $11.5K
|
27.9K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-254- 3.45% |
$10.1K - $11.1K
|
7.11K
$306K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-219- 2.5% |
$8.69K - $9.6K
|
8.54K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-201- 3.94% |
$7.98K - $8.81K
|
4.9K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-200- 25.0% |
$7.94K - $8.77K
|
600
$25.8K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-195- 0.41% |
$7.74K - $8.55K
|
46.9K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-194- 3.21% |
$7.7K - $8.5K
|
5.86K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-175- 2.54% |
$6.95K - $7.67K
|
6.71K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-161- 0.6% |
$6.39K - $7.06K
|
26.5K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-160- 80.0% |
$6.35K - $7.01K
|
40
$1.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-144- 1.77% |
$5.72K - $6.31K
|
7.98K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-97- 0.17% |
$3.85K - $4.25K
|
57.6K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68- 1.09% |
$2.7K - $2.98K
|
6.15K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-55- 0.21% |
$2.18K - $2.41K
|
26.7K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42- 38.18% |
$1.67K - $1.84K
|
68
$2.93K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$913 - $1.01K
|
1.81K
$77.9K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17- 0.08% |
$675 - $745
|
20.6K
$886K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.18% |
$357 - $394
|
5.07K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-8- 0.33% |
$318 - $351
|
2.42K
$104K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.18% |
$39.7 - $43.8
|
557
$24K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.92K- 30.48% |
$116K - $128K
|
6.66K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.39K- 16.45% |
$94.4K - $105K
|
12.1K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 89.45% |
$89.6K - $99.5K
|
267
$11.5K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.92K- 7.1% |
$75.9K - $84.2K
|
25.1K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 4.65% |
$74.2K - $82.4K
|
38.4K
$1.66M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 2.77% |
$60.3K - $66.9K
|
53.5K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.45K- 11.51% |
$57.5K - $63.9K
|
11.2K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.39K- 7.7% |
$55K - $61K
|
16.6K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-995- 13.69% |
$39.4K - $43.7K
|
6.28K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-921- 8.07% |
$36.5K - $40.5K
|
10.5K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-914- 13.95% |
$36.2K - $40.2K
|
5.64K
$243K
|
|