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 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.52K+ 4.85% |
$357K - $380K
|
184K
$8.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.9K+ 22.05% |
$751K - $798K
|
99.1K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4K+ 18.51% |
$981K - $1.04M
|
150K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.33K+ 4.7% |
$55.6K - $59.1K
|
29.6K
$1.29M
|
|
|
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
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
33.4K+ 155.63% |
$1.4M - $1.49M
|
54.9K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
475New |
$19.9K - $21.2K
|
475
$20.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.98K+ 15.74% |
$209K - $222K
|
36.6K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
5.56KNew |
$233K - $248K
|
5.56K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239K+ 11.52% |
$10M - $10.7M
|
2.31M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
562+ 10.5% |
$23.6K - $25.1K
|
5.91K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.1K+ 12.63% |
$1.01M - $1.08M
|
215K
$9.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.05K+ 7.86% |
$296K - $315K
|
96.8K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.5K+ 17.44% |
$1.53M - $1.63M
|
245K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.18K+ 119.23% |
$385K - $409K
|
16.9K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4KNew |
$2.83M - $3.01M
|
67.4K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197K- 45.96% |
$8.25M - $8.76M
|
231K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.18K+ 25.72% |
$175K - $186K
|
20.4K
$891K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
130K+ 2700.71% |
$5.46M - $5.8M
|
135K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.99M+ 2126.97% |
$126M - $133M
|
3.13M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.29K+ 13.14% |
$54.3K - $57.7K
|
11.1K
$486K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.4K+ 2.95% |
$3.79M - $4.03M
|
3.16M
$138M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
978+ 14.29% |
$41K - $43.6K
|
7.82K
$341K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
349K+ 398.09% |
$14.6M - $15.6M
|
437K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
1.36K+ 8.43% |
$57.2K - $60.8K
|
17.6K
$766K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6K+ 179.71% |
$820K - $872K
|
30.4K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.5K+ 67.38% |
$861K - $915K
|
50.9K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$31.5K - $33.4K
|
750
$32.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.36K+ 2.07% |
$57K - $60.6K
|
67K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 2.37% |
$2.36M - $2.51M
|
2.32M
$101M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5K+ 115.82% |
$860K - $914K
|
38.2K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.27K- 5.03% |
$221K - $235K
|
99.6K
$4.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
46.2KNew |
$1.94M - $2.06M
|
46.2K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.88K+ 7.87% |
$163K - $173K
|
53.2K
$2.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
565+ 9.42% |
$23.7K - $25.2K
|
6.57K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.2K+ 9.26% |
$1.52M - $1.61M
|
427K
$18.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
435New |
$18.3K - $19.4K
|
435
$19K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.28K+ 9.83% |
$347K - $369K
|
92.5K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.67K+ 16.55% |
$322K - $342K
|
54K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.98K+ 48.7% |
$209K - $222K
|
15.2K
$663K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-34- 0.08% |
$1.43K - $1.52K
|
40.4K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-249- 2.47% |
$10.4K - $11.1K
|
9.85K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.8K- 4.75% |
$746K - $793K
|
357K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 3.11% |
$55.6K - $59.1K
|
43.9K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.5K- 2.68% |
$231K - $245K
|
200K
$8.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 100000.0% |
$42K - $44.6K
|
1K
$43.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
140New |
$5.87K - $6.24K
|
140
$6.11K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.16K- 2.29% |
$175K - $186K
|
177K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 4.62% |
$1.97M - $2.1M
|
1.07M
$46.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-565- 2.08% |
$23.7K - $25.2K
|
26.6K
$1.16M
|
|