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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.86KNew |
$296K - $319K
|
8.86K
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8+ 0.06% |
$267 - $288
|
13.5K
$540K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-747- 5.59% |
$24.9K - $26.9K
|
12.6K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-212- 20.95% |
$7.07K - $7.62K
|
800
$32K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.3K- 51.99% |
$1.08M - $1.16M
|
29.8K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$7.41K - $7.98K
|
222
$8.88K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 63.69% |
$70.1K - $75.5K
|
1.2K
$47.9K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38.2KNew |
$1.28M - $1.38M
|
38.2K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.1% |
$867 - $935
|
2.39K
$95.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 15.27% |
$34.8K - $37.5K
|
7.88K
$315K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
5.7K+ 5.1% |
$190K - $205K
|
118K
$4.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$66.7K - $71.9K
|
2K
$80K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.76KNew |
$325K - $351K
|
9.76K
$390K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-61- 0.81% |
$2.03K - $2.19K
|
7.45K
$298K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
860New |
$28.7K - $30.9K
|
860
$34.4K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
55.7KNew |
$1.86M - $2M
|
55.7K
$2.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-196K- 56.7% |
$6.52M - $7.03M
|
149K
$5.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.56KNew |
$219K - $236K
|
6.56K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39+ 0.45% |
$1.3K - $1.4K
|
8.61K
$345K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-145- 2.04% |
$4.84K - $5.21K
|
6.95K
$278K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.12K+ 6.82% |
$37.3K - $40.9K
|
17.6K
$704K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
325New |
$10.8K - $11.8K
|
325
$13K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
29.6KNew |
$982K - $1.08M
|
29.6K
$1.18M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.28K- 16.89% |
$109K - $119K
|
16.2K
$646K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.33K- 2.97% |
$44K - $48.2K
|
43.4K
$1.74M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544New |
$18.1K - $19.8K
|
544
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.81K- 99.15% |
$259K - $284K
|
67
$2.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.24K- 23.09% |
$107K - $118K
|
10.8K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-699- 0.88% |
$23.2K - $25.4K
|
78.9K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$33.2 - $36.4
|
8.84K
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
107KNew |
$3.54M - $3.88M
|
107K
$4.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.92K+ 9.23% |
$63.8K - $70K
|
22.7K
$910K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$797 - $873
|
24
$960
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-783- 14.56% |
$26K - $28.5K
|
4.6K
$184K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.07K- 17.76% |
$68.5K - $75.1K
|
9.56K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-998- 25.99% |
$33.1K - $36.3K
|
2.84K
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.9K- 57.72% |
$462K - $506K
|
10.2K
$408K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-76.4K- 44.67% |
$2.54M - $2.78M
|
94.6K
$3.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$363K - $398K
|
10.9K
$437K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-814- 99.88% |
$27K - $29.6K
|
1
$40
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
9.04KNew |
$300K - $329K
|
9.04K
$362K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
368New |
$12.2K - $13.4K
|
368
$14.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.16KNew |
$238K - $261K
|
7.16K
$287K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.45% |
$1.16K - $1.27K
|
7.88K
$315K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-16.7K- 71.41% |
$555K - $608K
|
6.69K
$268K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.46KNew |
$253K - $285K
|
7.46K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.84KNew |
$232K - $262K
|
6.84K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.5K- 60.0% |
$50.9K - $57.4K
|
1K
$40K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$339K - $383K
|
10K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$513K
|
|