Latest Institutional Sells of First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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
Aug 11, 2023 Q2 2023
360 Financial, Inc.

SELL
 -
-699
- 0.88%
$23.2K - $25.4K
78.9K $3.19M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-1
- 0.01%
$33.2 - $36.4
8.84K $358K
Q1 2023
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-157K
- 99.75%
$5.31M - $5.99M
390 $15.8K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-40.4K
- 8.22%
$1.37M - $1.55M
451K $18.2M
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-4.2K
- 11.2%
$143K - $161K
33.3K $1.35M
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-1.5K
- 60.0%
$50.9K - $57.4K
1K $40.5K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

SELL
 -
-897
- 8.62%
$30.4K - $34.3K
9.5K $385K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-500
- 99.8%
$17K - $19.1K
1 $40.5
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-400
- 6.2%
$13.6K - $15.3K
6.06K $245K
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

SELL
 -
-70
- 1.04%
$2.37K - $2.68K
6.68K $270K
Q4 2022
Feb 13, 2023 Q4 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-10.2K
- 26.13%
$337K - $388K
28.8K $1.17M
Jan 26, 2023 Q4 2022
Lineweaver Wealth Advisors, LLC

SELL
 -
-2.71K
- 25.21%
$89.5K - $103K
8.03K $325K
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-2K
- 3.0%
$66.1K - $76.1K
64.6K $2.61M
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-300
Closed
$9.92K - $11.4K
0 $0
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-69
- 6.93%
$2.28K - $2.63K
926 $37.5K
Q3 2022
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-6.87K
- 84.79%
$221K - $260K
1.23K $49.9K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

SELL
 -
-1.34K
- 91.74%
$43.2K - $50.8K
121 $4.9K
Oct 14, 2022 Q3 2022
Oldfather Financial Services, LLC

SELL
 -
-759
- 8.08%
$24.4K - $28.7K
8.64K $349K
Nov 15, 2022 Q3 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-706
- 5.95%
$22.7K - $26.7K
11.2K $452K
Oct 27, 2022 Q3 2022
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-1
- 0.01%
$32.1 - $37.8
11.4K $462K
Q2 2022
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-15.7K
Closed
$542K - $614K
0 $0
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-14.8K
Closed
$512K - $580K
0 $0
Aug 05, 2022 Q2 2022
Lebenthal Global Advisors, LLC

SELL
 -
-6.26K
Closed
$216K - $245K
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-4.33K
Closed
$150K - $170K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-3.37K
Closed
$117K - $132K
0 $0
Jul 15, 2022 Q2 2022
West Bancorporation Inc

SELL
 -
-1.28K
Closed
$44.1K - $50K
0 $0
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1K
Closed
$34.6K - $39.2K
0 $0
Q1 2022
May 06, 2022 Q1 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-187K
Closed
$6.57M - $7.07M
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-2.08K
Closed
$73K - $78.5K
0 $0
May 12, 2022 Q1 2022
Antonetti Capital Management LLC

SELL
 -
-1.15K
Closed
$40.2K - $43.2K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-1K
Closed
$35.1K - $37.8K
0 $0
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-950
- 94.43%
$33.3K - $35.9K
56 $2.27K
May 05, 2022 Q1 2022
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-550
Closed
$19.3K - $20.8K
0 $0
Jan 02, 2024 Q1 2022
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-532
Closed
$18.7K - $20.1K
0 $0
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-450
Closed
$15.8K - $17K
0 $0
Q4 2021
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

SELL
 -
-85.8K
Closed
$2.82M - $3.05M
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-39.6K
Closed
$1.3M - $1.41M
0 $0
Feb 02, 2022 Q4 2021
Aurora Private Wealth, Inc.

SELL
 -
-7.3K
Closed
$240K - $260K
0 $0
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

SELL
 -
-3K
- 15.0%
$98.7K - $107K
17K $688K
Feb 10, 2022 Q4 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-1.69K
- 7.59%
$55.5K - $60K
20.5K $831K
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-1.18K
Closed
$38.9K - $42.1K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-710
Closed
$23.4K - $25.2K
0 $0
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-535
Closed
$17.6K - $19K
0 $0
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-511
Closed
$16.8K - $18.2K
0 $0
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-164
Closed
$5.4K - $5.83K
0 $0
Q3 2021
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-79.3K
Closed
$2.59M - $2.73M
0 $0
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-6.84K
Closed
$223K - $235K
0 $0
Nov 05, 2021 Q3 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.7K
- 29.86%
$55.5K - $58.5K
3.99K $162K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-622
Closed
$20.3K - $21.4K
0 $0

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