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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.9K+ 150.22% |
$2.85M - $3.16M
|
120K
$5.2M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.62K+ 50.97% |
$183K - $203K
|
13.7K
$593K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
318New |
$12.6K - $14K
|
318
$13.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
121New |
$4.79K - $5.32K
|
121
$5.25K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
76+ 1.23% |
$3.01K - $3.34K
|
6.26K
$272K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
114KNew |
$4.5M - $4.99M
|
114K
$4.93M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-329- 2.43% |
$13K - $14.5K
|
13.2K
$574K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 2.77% |
$60.3K - $66.9K
|
53.5K
$2.32M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.6KNew |
$1.09M - $1.21M
|
27.6K
$1.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.1KNew |
$600K - $666K
|
15.1K
$657K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-145- 2.26% |
$5.74K - $6.37K
|
6.28K
$272K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 97.95% |
$608K - $675K
|
31K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-350- 3.26% |
$13.9K - $15.4K
|
10.4K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.76K- 5.18% |
$109K - $121K
|
50.6K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.14KNew |
$243K - $270K
|
6.14K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
25KNew |
$990K - $1.1M
|
25K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.57K- 34.86% |
$299K - $332K
|
14.1K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.55KNew |
$299K - $332K
|
7.55K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 33.42% |
$539K - $598K
|
54.3K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
196K+ 10.85% |
$7.76M - $8.61M
|
2M
$86.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 2.76% |
$96.4K - $107K
|
90.8K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
282+ 1.0% |
$11.2K - $12.4K
|
28.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.38K+ 4.18% |
$54.6K - $60.6K
|
34.4K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-504- 6.41% |
$20K - $22.2K
|
7.36K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.7K+ 17.99% |
$620K - $688K
|
103K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.3K+ 121.07% |
$485K - $539K
|
22.4K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.5K- 19.21% |
$337K - $374K
|
35.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.6K+ 58.83% |
$2.6M - $2.88M
|
177K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
105K+ 14.56% |
$4.18M - $4.64M
|
830K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 4.3% |
$126K - $140K
|
71.1K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 22.17% |
$118K - $131K
|
16.4K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
364+ 2.65% |
$14.4K - $16K
|
14.1K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.66K+ 11.78% |
$65.8K - $73K
|
15.8K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382K+ 22.46% |
$15.1M - $16.8M
|
2.08M
$90.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
651+ 0.44% |
$25.8K - $28.6K
|
150K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.95KNew |
$77.1K - $85.6K
|
1.95K
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-93- 0.11% |
$3.68K - $4.09K
|
84.5K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
302K+ 18.1% |
$11.9M - $13.3M
|
1.97M
$85.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.26K- 31.8% |
$169K - $187K
|
9.14K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.66KNew |
$224K - $249K
|
5.66K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-161- 1.22% |
$6.37K - $7.08K
|
13K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$238K - $264K
|
6.01K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.48KNew |
$58.6K - $65.1K
|
1.48K
$64.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.27KNew |
$209K - $231K
|
5.27K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25KNew |
$990K - $1.1M
|
25K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.48K+ 2.95% |
$138K - $153K
|
121K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
585+ 5.58% |
$23.2K - $25.7K
|
11.1K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.1K+ 41.21% |
$596K - $661K
|
51.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
474+ 3.51% |
$18.8K - $20.8K
|
14K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-243- 3.6% |
$9.62K - $10.7K
|
6.51K
$282K
|