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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 90.91% |
$353K - $385K
|
1K
$41.8K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.94K- 7.05% |
$139K - $152K
|
52K
$2.17M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.53K- 11.42% |
$89.2K - $97.3K
|
19.6K
$820K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 27.32% |
$82.9K - $90.4K
|
6.25K
$261K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.31K- 14.8% |
$81.5K - $88.9K
|
13.3K
$556K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14KClosed |
$75.5K - $82.3K
|
0
$0
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.82K- 0.34% |
$64.1K - $69.8K
|
530K
$22.1M
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-1.6K- 34.78% |
$56.5K - $61.6K
|
3K
$125K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.52K- 18.5% |
$53.8K - $58.6K
|
6.72K
$281K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.49K- 21.95% |
$52.7K - $57.5K
|
5.31K
$222K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 18.34% |
$51K - $55.6K
|
6.44K
$269K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-882- 4.06% |
$31.1K - $33.9K
|
20.9K
$872K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-665- 28.09% |
$23.5K - $25.6K
|
1.7K
$71.1K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-540- 11.02% |
$19.1K - $20.8K
|
4.36K
$182K
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-226- 1.79% |
$7.98K - $8.7K
|
12.4K
$519K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 2.24% |
$7.31K - $7.97K
|
9.02K
$377K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 65.65% |
$6.81K - $7.43K
|
101
$4.22K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-151- 7.61% |
$5.33K - $5.81K
|
1.83K
$76.6K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 12.5% |
$5.29K - $5.77K
|
1.05K
$43.9K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-107- 1.74% |
$3.78K - $4.12K
|
6.05K
$253K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-72- 1.08% |
$2.54K - $2.77K
|
6.6K
$276K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-71- 0.86% |
$2.51K - $2.73K
|
8.18K
$342K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-61- 0.54% |
$2.15K - $2.35K
|
11.2K
$467K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-49- 0.5% |
$1.73K - $1.89K
|
9.65K
$403K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-27- 0.18% |
$953 - $1.04K
|
15.4K
$643K
|
|
Q4 2023 | |||||||
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-53.8K- 15.76% |
$1.7M - $1.96M
|
288K
$12M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.05K- 30.95% |
$160K - $184K
|
11.3K
$471K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.68K- 20.5% |
$53K - $61.1K
|
6.51K
$272K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.47K- 12.7% |
$46.4K - $53.5K
|
10.1K
$422K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 15.04% |
$31.6K - $36.4K
|
5.65K
$236K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-452- 7.02% |
$14.3K - $16.5K
|
5.99K
$250K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-410- 1.59% |
$12.9K - $14.9K
|
25.4K
$1.06M
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-320- 2.84% |
$10.1K - $11.6K
|
11K
$458K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 6.1% |
$6.32K - $7.28K
|
3.08K
$129K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-74- 0.78% |
$2.34K - $2.69K
|
9.37K
$391K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 36.65% |
$1.86K - $2.15K
|
102
$4.26K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-21- 0.1% |
$663 - $764
|
20.5K
$855K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-196K- 56.7% |
$6.52M - $7.03M
|
149K
$6.24M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32.7K- 49.48% |
$1.09M - $1.18M
|
33.4K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.3K- 51.99% |
$1.08M - $1.16M
|
29.8K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13.4K- 66.07% |
$448K - $483K
|
6.9K
$288K
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8K- 4.27% |
$267K - $288K
|
179K
$7.5M
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.95K- 38.99% |
$132K - $142K
|
6.19K
$258K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 63.69% |
$70.1K - $75.5K
|
1.2K
$50K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 8.57% |
$69.2K - $74.5K
|
22.1K
$924K
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.14K- 8.46% |
$37.9K - $40.8K
|
12.3K
$513K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-747- 5.59% |
$24.9K - $26.9K
|
12.6K
$528K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-689- 9.66% |
$23K - $24.8K
|
6.44K
$269K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-537- 7.04% |
$17.9K - $19.3K
|
7.1K
$297K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-212- 20.95% |
$7.07K - $7.62K
|
800
$33.4K
|