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 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-333- 0.06% |
$13.2K - $14.6K
|
569K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 4.65% |
$74.2K - $82.4K
|
38.4K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.67K- 1.82% |
$66.1K - $73.4K
|
90.1K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.4K+ 8.17% |
$411K - $456K
|
137K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
142K+ 58.53% |
$5.6M - $6.22M
|
383K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9K+ 19.48% |
$629K - $698K
|
97.4K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$222K - $246K
|
5.61K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.74K+ 9.39% |
$267K - $296K
|
78.6K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-358- 2.13% |
$14.2K - $15.7K
|
16.4K
$683K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
69+ 1.21% |
$2.73K - $3.03K
|
5.77K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.2K+ 7.23% |
$1.35M - $1.5M
|
507K
$21.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.2K- 45.76% |
$877K - $973K
|
26.3K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$43K - $47.7K
|
1.09K
$45.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.01KNew |
$278K - $308K
|
7.01K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.4K- 6.33% |
$214K - $237K
|
79.8K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 1.21% |
$1.54K - $1.71K
|
3.25K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 100.0% |
$39.6K - $44K
|
2K
$83.1K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
6.89KNew |
$273K - $303K
|
6.89K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.13K- 9.39% |
$124K - $138K
|
30.2K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 0.73% |
$49.1K - $54.5K
|
170K
$7.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-223K- 95.23% |
$8.82M - $9.79M
|
11.2K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 1.13% |
$69.4K - $77.1K
|
153K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18.7K- 31.29% |
$742K - $824K
|
41.2K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
100+ 0.38% |
$3.96K - $4.4K
|
26.8K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.65K+ 5.78% |
$145K - $161K
|
66.9K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-995- 13.69% |
$39.4K - $43.7K
|
6.28K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.6K+ 0.79% |
$537K - $597K
|
1.74M
$72.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.24% |
$3.33K - $3.69K
|
35.7K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-20- 0.23% |
$792 - $879
|
8.69K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-109K- 87.35% |
$4.31M - $4.78M
|
15.7K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 0.25% |
$5.11K - $5.67K
|
51.2K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
523+ 1.44% |
$20.7K - $23K
|
37K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
4.08K+ 0.77% |
$162K - $179K
|
533K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-921- 8.07% |
$36.5K - $40.5K
|
10.5K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
35.2K+ 20.71% |
$1.39M - $1.55M
|
205K
$8.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-58- 1.75% |
$2.3K - $2.55K
|
3.25K
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.68% |
$198 - $220
|
736
$30.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$7.92K - $8.79K
|
200
$8.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.43K+ 11.66% |
$175K - $195K
|
42.4K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 0.26% |
$1.62K - $1.8K
|
15.8K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.1K+ 3.6% |
$43.5K - $48.3K
|
31.6K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26.8K+ 16.44% |
$1.06M - $1.18M
|
190K
$7.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
789+ 2.4% |
$31.2K - $34.7K
|
33.7K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
48.2K+ 9.61% |
$1.91M - $2.12M
|
550K
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 0.99% |
$42.1K - $46.7K
|
107K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
94.9KNew |
$3.76M - $4.17M
|
94.9K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.2KNew |
$721K - $800K
|
18.2K
$756K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.48K- 7.12% |
$177K - $197K
|
58.4K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.22% |
$2.77K - $3.08K
|
5.81K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-591- 0.6% |
$23.4K - $26K
|
98.2K
$4.08M
|