Latest Institutional Transactions on First Tr Morningstar Dividend (FDL)
This table provides information on the latest institutional transactions involving First Tr Morningstar Dividend (FDL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-426- 0.57% |
$18K - $18.7K
|
74.2K
$3.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-603- 0.8% |
$25.5K - $26.5K
|
74.7K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-512- 2.22% |
$21.6K - $22.5K
|
22.6K
$986K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19.6K+ 46.72% |
$827K - $859K
|
61.4K
$2.68M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46- 0.34% |
$1.94K - $2.02K
|
13.6K
$591K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.78K+ 6.14% |
$287K - $298K
|
117K
$5.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.45K- 5.45% |
$61.5K - $63.8K
|
25.2K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 5.82% |
$121K - $125K
|
51.8K
$2.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.55K+ 3.41% |
$235K - $244K
|
168K
$7.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-887- 4.51% |
$37.5K - $38.9K
|
18.8K
$819K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.48% |
$1.14K - $1.19K
|
5.7K
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-4K- 4.12% |
$169K - $176K
|
93.2K
$4.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
877+ 0.35% |
$37.1K - $38.5K
|
252K
$11M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-172- 2.45% |
$7.27K - $7.55K
|
6.85K
$299K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
27+ 0.39% |
$1.14K - $1.19K
|
6.93K
$302K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.53% |
$2.07K - $2.15K
|
9.27K
$405K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
8.19K+ 6.36% |
$346K - $359K
|
137K
$5.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.29K+ 86.95% |
$181K - $188K
|
9.21K
$402K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.38K- 10.24% |
$184K - $195K
|
38.4K
$1.67M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-551- 0.32% |
$23.1K - $24.6K
|
173K
$7.54M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 0.19% |
$3.57K - $3.79K
|
44K
$1.92M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5.51KNew |
$231K - $246K
|
5.51K
$240K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.45% |
$83.9 - $89.2
|
140
$6.11K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
4.63KNew |
$194K - $206K
|
4.63K
$202K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
558+ 4.48% |
$23.4K - $24.9K
|
13K
$568K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
457+ 4.38% |
$19.2K - $20.4K
|
10.9K
$475K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.02K+ 27.22% |
$253K - $268K
|
28.1K
$1.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.98K- 22.44% |
$125K - $133K
|
10.3K
$450K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.46K- 1.87% |
$145K - $154K
|
181K
$7.92M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.91K- 20.49% |
$290K - $308K
|
26.8K
$1.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
210+ 3.44% |
$8.81K - $9.36K
|
6.31K
$275K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
207+ 0.16% |
$8.69K - $9.23K
|
132K
$5.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$88.2K - $93.7K
|
2.1K
$91.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-11.1K- 18.14% |
$466K - $495K
|
50.1K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.99K+ 6.41% |
$335K - $356K
|
133K
$5.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.4K- 29.51% |
$480K - $510K
|
27.3K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 0.68% |
$2.25M - $2.39M
|
7.89M
$344M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.5K- 3.04% |
$3.21M - $3.41M
|
2.44M
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-469- 4.3% |
$19.7K - $20.9K
|
10.5K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
553+ 1.28% |
$23.2K - $24.7K
|
43.6K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-10K- 1.32% |
$420K - $446K
|
751K
$32.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.89K- 5.29% |
$79.3K - $84.3K
|
33.9K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47.1KNew |
$1.98M - $2.1M
|
47.1K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.83KNew |
$371K - $394K
|
8.83K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
84+ 0.42% |
$3.52K - $3.75K
|
20.2K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428K+ 302.23% |
$18M - $19.1M
|
570K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
718+ 6.03% |
$30.1K - $32K
|
12.6K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.1KNew |
$214K - $227K
|
5.1K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56+ 0.07% |
$2.35K - $2.5K
|
80.1K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-818- 0.31% |
$34.3K - $36.5K
|
261K
$11.4M
|
|