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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.49K- 21.95% |
$52.7K - $57.5K
|
5.31K
$200K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 18.34% |
$51K - $55.6K
|
6.44K
$243K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.37K- 6.84% |
$48.5K - $52.8K
|
18.7K
$705K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.36K- 7.21% |
$47.9K - $52.3K
|
17.5K
$659K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.35K- 4.36% |
$47.8K - $52.1K
|
29.7K
$1.12M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 5.71% |
$43.1K - $46.9K
|
20.1K
$759K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.21K- 2.85% |
$42.6K - $46.4K
|
41K
$1.55M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.13K- 3.99% |
$39.9K - $43.5K
|
27.2K
$1.03M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 3.68% |
$38.9K - $42.4K
|
28.8K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.09K- 0.32% |
$38.5K - $41.9K
|
335K
$12.6M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 1.67% |
$38K - $41.4K
|
63.5K
$2.39M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-882- 4.06% |
$31.1K - $33.9K
|
20.9K
$786K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-848- 15.24% |
$29.9K - $32.6K
|
4.72K
$178K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-761- 9.13% |
$26.9K - $29.3K
|
7.57K
$285K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-720- 7.89% |
$25.4K - $27.7K
|
8.4K
$317K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-665- 28.09% |
$23.5K - $25.6K
|
1.7K
$64.1K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-557- 6.35% |
$19.7K - $21.4K
|
8.21K
$309K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-540- 11.02% |
$19.1K - $20.8K
|
4.36K
$164K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-530- 8.2% |
$18.7K - $20.4K
|
5.93K
$224K
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-481- 2.07% |
$17K - $18.5K
|
22.8K
$858K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-465- 7.05% |
$16.4K - $17.9K
|
6.14K
$231K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-451- 2.19% |
$15.9K - $17.4K
|
20.2K
$760K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 0.19% |
$14.9K - $16.3K
|
219K
$8.25M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-342- 2.89% |
$12.1K - $13.2K
|
11.5K
$433K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-298- 0.56% |
$10.5K - $11.5K
|
53.3K
$2.01M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-292- 7.48% |
$10.3K - $11.2K
|
3.61K
$136K
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-281- 0.03% |
$9.92K - $10.8K
|
1.08M
$40.5M
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-226- 1.79% |
$7.98K - $8.7K
|
12.4K
$468K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 2.24% |
$7.31K - $7.97K
|
9.02K
$340K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 2.63% |
$7.06K - $7.7K
|
7.41K
$279K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 65.65% |
$6.81K - $7.43K
|
101
$3.81K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-191- 1.54% |
$6.74K - $7.35K
|
12.2K
$461K
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-170- 0.18% |
$6K - $6.54K
|
96.7K
$3.64M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 1.39% |
$5.65K - $6.16K
|
11.4K
$429K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-151- 7.61% |
$5.33K - $5.81K
|
1.83K
$69K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-150- 1.92% |
$5.29K - $5.77K
|
7.67K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 12.5% |
$5.29K - $5.77K
|
1.05K
$39.6K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 0.4% |
$4.06K - $4.43K
|
28.6K
$1.08M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-107- 1.74% |
$3.78K - $4.12K
|
6.05K
$228K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-72- 1.08% |
$2.54K - $2.77K
|
6.6K
$249K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-71- 0.86% |
$2.51K - $2.73K
|
8.18K
$308K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65- 0.96% |
$2.29K - $2.5K
|
6.71K
$253K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-63- 0.16% |
$2.22K - $2.42K
|
40.5K
$1.53M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-61- 0.54% |
$2.15K - $2.35K
|
11.2K
$421K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-49- 0.5% |
$1.73K - $1.89K
|
9.65K
$364K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-43- 0.55% |
$1.52K - $1.65K
|
7.76K
$292K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 0.31% |
$1.2K - $1.31K
|
10.9K
$412K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-27- 0.18% |
$953 - $1.04K
|
15.4K
$580K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.13% |
$741 - $808
|
16.2K
$611K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-318K- 16.43% |
$10M - $11.6M
|
1.62M
$60.9M
|