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 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-163K- 83.06% |
$6.84M - $7.27M
|
33.3K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.45K- 12.22% |
$103K - $109K
|
17.6K
$766K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
28.5K+ 4.38% |
$1.2M - $1.27M
|
680K
$29.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.84KNew |
$203K - $216K
|
4.84K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.64K- 16.54% |
$68.9K - $73.2K
|
8.29K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
605+ 3.07% |
$25.4K - $27K
|
20.3K
$886K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-44.4K- 54.94% |
$1.86M - $1.98M
|
36.5K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.11K- 8.43% |
$131K - $139K
|
33.8K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
49+ 0.8% |
$2.06K - $2.18K
|
6.19K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.19K- 14.4% |
$260K - $276K
|
36.8K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-143- 0.9% |
$6K - $6.38K
|
15.7K
$685K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
212+ 1.07% |
$8.9K - $9.45K
|
20K
$873K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22K+ 3.48% |
$51.3K - $54.5K
|
36.4K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.89K+ 10.09% |
$163K - $173K
|
42.4K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 1.66% |
$5.87K - $6.24K
|
8.32K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-307K- 15.92% |
$12.9M - $13.7M
|
1.62M
$70.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 2.25% |
$45.7K - $48.5K
|
47.3K
$2.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-41.3K- 45.39% |
$1.73M - $1.84M
|
49.7K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.94KNew |
$123K - $131K
|
2.94K
$128K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.94K+ 4.11% |
$123K - $131K
|
74.3K
$3.24M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
266+ 0.9% |
$11.2K - $11.9K
|
30K
$1.31M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.7KNew |
$993K - $1.06M
|
23.7K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
277+ 0.32% |
$11.6K - $12.4K
|
86.3K
$3.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23- 0.14% |
$965 - $1.03K
|
16.1K
$704K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
823+ 2.52% |
$34.5K - $36.7K
|
33.5K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
115+ 1.01% |
$4.83K - $5.13K
|
11.5K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.65K+ 36.85% |
$237K - $252K
|
21K
$915K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.02K+ 1.31% |
$84.8K - $90.1K
|
156K
$6.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$83.9 - $89.2
|
10.6K
$463K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 4.18% |
$167K - $178K
|
91.5K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.3K+ 44.23% |
$433K - $460K
|
33.7K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 8.46% |
$114K - $122K
|
35K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
108+ 0.58% |
$4.53K - $4.82K
|
18.6K
$811K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 11.12% |
$684K - $727K
|
163K
$7.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.23K+ 8.54% |
$261K - $278K
|
79.2K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.22K- 10.65% |
$51.1K - $54.3K
|
10.2K
$446K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
8.46K+ 3.71% |
$355K - $377K
|
236K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
62+ 0.43% |
$2.6K - $2.76K
|
14.3K
$626K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
175New |
$7.34K - $7.8K
|
175
$7.64K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.27K+ 111.63% |
$53.2K - $56.5K
|
2.4K
$105K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.55K- 0.09% |
$65.2K - $69.3K
|
1.78M
$77.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12+ 0.06% |
$504 - $535
|
20.5K
$893K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-213- 0.7% |
$8.94K - $9.5K
|
30.3K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-69- 1.29% |
$2.9K - $3.08K
|
5.28K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-252- 85.42% |
$10.6K - $11.2K
|
43
$1.88K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.83K+ 933.33% |
$287K - $305K
|
7.56K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.18K+ 0.34% |
$91.6K - $97.3K
|
641K
$28M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.8K- 4.17% |
$201K - $214K
|
110K
$4.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.03K+ 8.15% |
$43.3K - $46.1K
|
13.7K
$598K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
230+ 1.72% |
$9.65K - $10.3K
|
13.6K
$593K
|
|