Latest Institutional Transactions on First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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
Apr 11, 2025 Q1 2025
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
310
New
$12.3K - $13.6K
310 $13.5K
Apr 10, 2025 Q1 2025
Retireful, LLC

BUY
 -
81.1K
New
$3.22M - $3.55M
81.1K $3.54M
Q4 2024
Jun 16, 2025 Q4 2024
Claris Financial LLC

Glen Allen, VA
BUY
 -
5.97K
New
$236K - $262K
5.97K $260K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
121
New
$4.79K - $5.32K
121 $5.28K
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
318
New
$12.6K - $14K
318 $13.9K
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
25K
New
$990K - $1.1M
25K $1.09M
Feb 14, 2025 Q4 2024
Wise Wealth Partners

Phoenix, AZ
BUY
 -
5.27K
New
$209K - $231K
5.27K $230K
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
1.48K
New
$58.6K - $65.1K
1.48K $64.6K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
5.66K
New
$224K - $249K
5.66K $247K
Feb 14, 2025 Q4 2024
Bison Wealth, LLC

SELL
 -
-1.39K
- 7.7%
$55K - $61K
16.6K $726K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-2.26K
- 89.45%
$89.6K - $99.5K
267 $11.6K
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.45K
- 11.51%
$57.5K - $63.9K
11.2K $487K
Feb 13, 2025 Q4 2024
Zacks Investment Management

Chicago, IL
BUY
 -
15
+ 0.3%
$594 - $659
4.99K $218K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
300
New
$11.9K - $13.2K
300 $13.1K
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
107
+ 0.35%
$4.24K - $4.7K
30.9K $1.35M
Feb 12, 2025 Q4 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
54K
New
$2.14M - $2.37M
54K $2.36M
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-2.92K
- 30.48%
$116K - $128K
6.66K $290K
Feb 10, 2025 Q4 2024
Mascoma Wealth Management LLC

BUY
 -
691
New
$27.4K - $30.4K
691 $30.1K
Feb 10, 2025 Q4 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
126
+ 24.66%
$4.99K - $5.54K
637 $27.8K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
52
New
$2.06K - $2.29K
52 $2.27K
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-57
- 0.9%
$2.26K - $2.51K
6.31K $275K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
2.63K
New
$104K - $115K
2.63K $115K
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
7.95K
New
$315K - $349K
7.95K $347K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
110
New
$4.35K - $4.83K
110 $4.8K
Feb 04, 2025 Q4 2024
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-540
- 7.88%
$21.4K - $23.7K
6.31K $275K
Feb 03, 2025 Q4 2024
Compass Capital Corp /Ma/ /Adv

Braintree, MA
BUY
 -
6.33K
New
$251K - $278K
6.33K $276K
Feb 03, 2025 Q4 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
48.9K
New
$1.94M - $2.15M
48.9K $2.13M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
SELL
 -
-1.87K
- 4.65%
$74.2K - $82.4K
38.4K $1.68M
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
5.61K
New
$222K - $246K
5.61K $245K
Jan 30, 2025 Q4 2024
L.M. Kohn & Company

SELL
 -
-995
- 13.69%
$39.4K - $43.7K
6.28K $274K
Jan 30, 2025 Q4 2024
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.09K
New
$43K - $47.7K
1.09K $47.3K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1K
+ 100.0%
$39.6K - $44K
2K $87.3K
Jan 29, 2025 Q4 2024
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-921
- 8.07%
$36.5K - $40.5K
10.5K $458K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.1K
New
$43.5K - $48.3K
1.1K $48K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
3.55K
New
$141K - $156K
3.55K $155K
Jan 23, 2025 Q4 2024
Institute For Wealth Management, Llc.

SELL
 -
-91
- 1.38%
$3.6K - $4K
6.51K $284K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
100
New
$3.96K - $4.4K
100 $4.36K
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-250
- 3.03%
$9.9K - $11K
7.99K $349K
Q3 2024
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
5
New
$188 - $210
5 $218
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
1.03K
+ 9.05%
$38.9K - $43.5K
12.5K $544K
Nov 14, 2024 Q3 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
332K
New
$12.5M - $14M
332K $14.5M
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-33.1K
- 99.58%
$1.25M - $1.39M
140 $6.11K
Nov 14, 2024 Q3 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.74K
New
$292K - $326K
7.74K $338K
Nov 14, 2024 Q3 2024
Icon Wealth Advisors, LLC

Houston, TX
SELL
 -
-60.4K
- 75.47%
$2.27M - $2.54M
19.6K $856K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
5
New
$188 - $210
5 $218
Nov 13, 2024 Q3 2024
Principle Wealth Partners LLC

SELL
 -
-22
- 0.3%
$829 - $925
7.26K $317K
Nov 13, 2024 Q3 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
5
+ 0.88%
$188 - $210
576 $25.1K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
11.3K
+ 18.7%
$426K - $475K
71.7K $3.13M

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