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 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
389+ 1.85% |
$16.3K - $17.3K
|
21.4K
$932K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-109- 0.41% |
$4.57K - $4.86K
|
26.4K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-653- 4.29% |
$27.4K - $29.1K
|
14.6K
$635K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 6.55% |
$56.1K - $59.7K
|
21.8K
$950K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-719K- 73.63% |
$30.2M - $32M
|
257K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-81.9K- 21.54% |
$3.44M - $3.65M
|
298K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-363- 0.66% |
$15.2K - $16.2K
|
54.3K
$2.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.55K+ 80.03% |
$401K - $426K
|
21.5K
$938K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.2K+ 113.33% |
$595K - $632K
|
26.7K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.69K- 3.45% |
$113K - $120K
|
75.4K
$3.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-120- 1.93% |
$5.04K - $5.35K
|
6.09K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
221+ 2.62% |
$9.27K - $9.85K
|
8.65K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 8.0% |
$207K - $220K
|
66.5K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-42.6K- 14.61% |
$1.79M - $1.9M
|
249K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11.5K- 6.18% |
$483K - $514K
|
175K
$7.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.47K- 2.48% |
$104K - $110K
|
97K
$4.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14.1KNew |
$594K - $631K
|
14.1K
$617K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
26.2K+ 56.42% |
$1.1M - $1.17M
|
72.7K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.7K+ 21.83% |
$451K - $479K
|
59.9K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.16KNew |
$300K - $319K
|
7.16K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-177- 1.58% |
$7.43K - $7.89K
|
11K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.68K+ 1.96% |
$364K - $387K
|
452K
$19.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.28K+ 3.99% |
$53.8K - $57.2K
|
33.4K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-147- 1.07% |
$6.17K - $6.55K
|
13.6K
$593K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 5.05% |
$63.2K - $67.2K
|
28.4K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.32K- 7.64% |
$97.5K - $104K
|
28.1K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11.3K- 91.55% |
$475K - $504K
|
1.04K
$45.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
76+ 0.1% |
$3.19K - $3.39K
|
77.8K
$3.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.3K+ 27.49% |
$770K - $818K
|
85.1K
$3.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-915- 35.74% |
$38.4K - $40.8K
|
1.65K
$71.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.57K- 3.02% |
$108K - $115K
|
82.6K
$3.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.6K- 7.49% |
$67.1K - $71.3K
|
19.8K
$862K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.7K+ 31.89% |
$2.17M - $2.31M
|
214K
$9.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
181+ 2.7% |
$7.59K - $8.07K
|
6.88K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
211+ 1.14% |
$8.85K - $9.41K
|
18.7K
$814K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
107+ 0.56% |
$4.49K - $4.77K
|
19.2K
$839K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.9% |
$462 - $490
|
1.23K
$53.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.49% |
$504 - $535
|
2.45K
$107K
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-1.03K- 8.47% |
$43.4K - $46.1K
|
11.2K
$488K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
747+ 12.07% |
$31.3K - $33.3K
|
6.94K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.04K- 1.71% |
$85.5K - $90.8K
|
117K
$5.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
182K+ 25.62% |
$7.64M - $8.12M
|
893K
$38.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.15K+ 15.81% |
$90.3K - $95.9K
|
15.8K
$687K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-37- 0.13% |
$1.55K - $1.65K
|
28.7K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 5.54% |
$2.94M - $3.12M
|
1.33M
$58.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7- 0.59% |
$294 - $312
|
1.18K
$51.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.7K+ 12.24% |
$701K - $745K
|
153K
$6.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.48% |
$1.01K - $1.07K
|
5.07K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$42 - $44.6
|
4.1K
$179K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
15.2K+ 13.59% |
$637K - $677K
|
127K
$5.54M
|
|