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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-914- 13.95% |
$36.2K - $40.2K
|
5.64K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 1.72% |
$693K - $769K
|
1.03M
$41.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 7.83% |
$62.8K - $69.7K
|
21.8K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.19K- 11.35% |
$86.8K - $96.4K
|
17.1K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
773+ 1.05% |
$30.6K - $34K
|
74.4K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.26K+ 3.44% |
$49.9K - $55.4K
|
37.9K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$11.9K - $13.2K
|
300
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-135- 0.67% |
$5.34K - $5.93K
|
20K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.9K- 1.86% |
$748K - $830K
|
997K
$40M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
913+ 2.81% |
$36.1K - $40.1K
|
33.4K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
272K+ 11.03% |
$10.8M - $12M
|
2.74M
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
72.8KNew |
$2.88M - $3.2M
|
72.8K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
33KNew |
$1.31M - $1.45M
|
33K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 13.32% |
$226K - $251K
|
37.1K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.01K+ 16.75% |
$119K - $132K
|
21K
$840K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
107+ 0.35% |
$4.24K - $4.7K
|
30.9K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6- 0.06% |
$238 - $264
|
10K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.75K+ 37.11% |
$109K - $121K
|
10.2K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.5K+ 3.63% |
$2.16M - $2.4M
|
1.56M
$62.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
657K+ 7.77% |
$26M - $28.9M
|
9.11M
$365M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-230- 3.71% |
$9.11K - $10.1K
|
5.97K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.2KNew |
$1.04M - $1.15M
|
26.2K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
47.1KNew |
$1.87M - $2.07M
|
47.1K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
435+ 0.76% |
$17.2K - $19.1K
|
57.7K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-168- 0.62% |
$6.65K - $7.38K
|
26.8K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.64K+ 8.44% |
$64.8K - $72K
|
21K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83.6K+ 32.48% |
$3.31M - $3.67M
|
341K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97.6K- 11.44% |
$3.87M - $4.29M
|
756K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
126+ 24.66% |
$4.99K - $5.54K
|
637
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
691New |
$27.4K - $30.4K
|
691
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
52New |
$2.06K - $2.29K
|
52
$2.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
590+ 6.62% |
$23.4K - $25.9K
|
9.5K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63.1K+ 23.82% |
$2.5M - $2.77M
|
328K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-763- 0.49% |
$30.2K - $33.5K
|
155K
$6.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 0.9% |
$2.26K - $2.51K
|
6.31K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.72K+ 6.01% |
$345K - $383K
|
154K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
320K+ 19.6% |
$12.7M - $14.1M
|
1.95M
$78.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23.2K+ 173.3% |
$918K - $1.02M
|
36.6K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11K+ 6.45% |
$282K - $313K
|
117K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.15K- 9.01% |
$45.6K - $50.7K
|
11.6K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
23.4KNew |
$927K - $1.03M
|
23.4K
$938K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-327- 1.55% |
$12.9K - $14.4K
|
20.8K
$832K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 1.72% |
$859K - $953K
|
1.24M
$49.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
2.63KNew |
$104K - $115K
|
2.63K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
49K+ 204.4% |
$1.94M - $2.15M
|
72.9K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 0.15% |
$1.19K - $1.32K
|
19.9K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25K+ 11.39% |
$89K - $98.8K
|
22K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-81- 0.63% |
$3.21K - $3.56K
|
12.8K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
579+ 10.94% |
$22.9K - $25.4K
|
5.87K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.18K+ 0.97% |
$166K - $184K
|
436K
$17.4M
|