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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-560- 6.57% |
$22.2K - $24.6K
|
7.97K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-540- 7.88% |
$21.4K - $23.7K
|
6.31K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-358- 2.13% |
$14.2K - $15.7K
|
16.4K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-250- 3.03% |
$9.9K - $11K
|
7.99K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-91- 1.38% |
$3.6K - $4K
|
6.51K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 0.9% |
$2.26K - $2.51K
|
6.31K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6- 0.06% |
$238 - $264
|
10K
$431K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$6.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 1.01% |
$404K - $451K
|
1.05M
$45.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.93K- 1.04% |
$336K - $376K
|
849K
$36.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.61K- 48.39% |
$211K - $236K
|
5.99K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 40.76% |
$196K - $219K
|
7.55K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.59K- 10.41% |
$59.9K - $66.9K
|
13.7K
$590K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-777- 93.17% |
$29.3K - $32.7K
|
57
$2.46K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 27.27% |
$5.65K - $6.31K
|
400
$17.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 0.65% |
$2.18K - $2.44K
|
8.88K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.4% |
$904 - $1.01K
|
5.94K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-22- 0.3% |
$829 - $925
|
7.26K
$313K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-224K- 56.95% |
$8.14M - $8.73M
|
169K
$7.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-670- 8.16% |
$24.4K - $26.1K
|
7.54K
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-600- 67.95% |
$21.8K - $23.4K
|
283
$12.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-387- 0.52% |
$14.1K - $15.1K
|
74.7K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-360- 41.86% |
$13.1K - $14K
|
500
$21.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-200- 1.7% |
$7.28K - $7.8K
|
11.6K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-105- 26.25% |
$3.82K - $4.1K
|
295
$12.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-146K- 23.01% |
$5.17M - $5.63M
|
490K
$21.1M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-34.5K- 38.91% |
$1.22M - $1.33M
|
54.2K
$2.34M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 27.32% |
$82.9K - $90.4K
|
6.25K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14KClosed |
$75.5K - $82.3K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-1.6K- 34.78% |
$56.5K - $61.6K
|
3K
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.49K- 21.95% |
$52.7K - $57.5K
|
5.31K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 18.34% |
$51K - $55.6K
|
6.44K
$277K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-665- 28.09% |
$23.5K - $25.6K
|
1.7K
$73.3K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 2.24% |
$7.31K - $7.97K
|
9.02K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 65.65% |
$6.81K - $7.43K
|
101
$4.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 12.5% |
$5.29K - $5.77K
|
1.05K
$45.2K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-53.8K- 15.76% |
$1.7M - $1.96M
|
288K
$12.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.05K- 30.95% |
$160K - $184K
|
11.3K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.68K- 20.5% |
$53K - $61.1K
|
6.51K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-410- 1.59% |
$12.9K - $14.9K
|
25.4K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-320- 2.84% |
$10.1K - $11.6K
|
11K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-74- 0.78% |
$2.34K - $2.69K
|
9.37K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 36.65% |
$1.86K - $2.15K
|
102
$4.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-21- 0.1% |
$663 - $764
|
20.5K
$882K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-196K- 56.7% |
$6.52M - $7.03M
|
149K
$6.43M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.3K- 51.99% |
$1.08M - $1.16M
|
29.8K
$1.28M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8K- 4.27% |
$267K - $288K
|
179K
$7.73M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.95K- 38.99% |
$132K - $142K
|
6.19K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 8.57% |
$69.2K - $74.5K
|
22.1K
$953K
|
|