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 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.67K+ 64.35% |
$196K - $208K
|
11.9K
$520K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
SELL
|
- |
-109- 1.4% |
$4.57K - $4.86K
|
7.67K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
141+ 1.91% |
$5.92K - $6.29K
|
7.54K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.08% |
$210 - $223
|
6.55K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
265+ 0.22% |
$11.1K - $11.8K
|
123K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25.3K- 78.63% |
$1.06M - $1.13M
|
6.87K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.28KNew |
$389K - $414K
|
9.28K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
661+ 6.2% |
$27.7K - $29.5K
|
11.3K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 3.61% |
$95.9K - $102K
|
61K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.77K+ 10.16% |
$242K - $257K
|
62.5K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.5K+ 69.87% |
$1.15M - $1.23M
|
66.8K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.59K- 7.64% |
$151K - $160K
|
43.4K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-529- 8.29% |
$22.2K - $23.6K
|
5.85K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 8.63% |
$63.6K - $67.6K
|
16K
$700K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.42K+ 9.69% |
$185K - $197K
|
50K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-2.52K- 17.9% |
$106K - $112K
|
11.6K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
108+ 0.48% |
$4.53K - $4.82K
|
22.8K
$995K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-320- 2.05% |
$13.4K - $14.3K
|
15.3K
$667K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
7+ 0.98% |
$294 - $312
|
721
$31.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.36% |
$881 - $936
|
5.79K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27K+ 2.2% |
$1.13M - $1.2M
|
1.26M
$54.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
318+ 1.05% |
$13.3K - $14.2K
|
30.7K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.69K+ 44.94% |
$113K - $120K
|
8.69K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-28K- 42.59% |
$1.17M - $1.25M
|
37.7K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.35K- 11.06% |
$392K - $417K
|
75.2K
$3.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-589- 40.56% |
$24.7K - $26.3K
|
863
$37.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-943- 3.52% |
$39.6K - $42K
|
25.9K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 3.0% |
$14.9M - $15.8M
|
12.2M
$533M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.28K- 30.77% |
$137K - $146K
|
7.37K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-52- 0.67% |
$2.18K - $2.32K
|
7.68K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-234K- 11.38% |
$9.82M - $10.4M
|
1.82M
$79.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 13.75% |
$72.7K - $77.2K
|
10.9K
$474K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-805- 1.68% |
$33.8K - $35.9K
|
47.2K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
42.5KNew |
$1.78M - $1.89M
|
42.5K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.87K- 6.28% |
$120K - $128K
|
42.8K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3KNew |
$126K - $134K
|
3K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 7.54% |
$489K - $520K
|
166K
$7.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.41K- 6.13% |
$269K - $286K
|
98.2K
$4.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13+ 0.12% |
$545 - $580
|
10.6K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-149- 2.0% |
$6.25K - $6.64K
|
7.3K
$319K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-402- 0.55% |
$16.9K - $17.9K
|
72.6K
$3.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2.29K- 3.41% |
$96K - $102K
|
64.7K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.16K+ 13.08% |
$216K - $230K
|
44.6K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.4K- 0.88% |
$58.7K - $62.4K
|
157K
$6.87M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.66K- 10.9% |
$69.8K - $74.2K
|
13.6K
$593K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$42 - $44.6
|
1.95K
$84.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-56.1K- 52.36% |
$2.36M - $2.5M
|
51.1K
$2.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9+ 0.05% |
$378 - $401
|
19.7K
$857K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
600+ 10.34% |
$25.2K - $26.8K
|
6.4K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.42K- 15.71% |
$186K - $197K
|
23.7K
$1.03M
|
|