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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.21K- 1.87% |
$50.9K - $54.1K
|
63.7K
$2.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.16K+ 0.22% |
$48.5K - $51.5K
|
521K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
8.09KNew |
$339K - $361K
|
8.09K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
142New |
$5.96K - $6.33K
|
142
$6.2K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.9K+ 7.98% |
$498K - $529K
|
161K
$7.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10.2K+ 22.74% |
$429K - $456K
|
55.2K
$2.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.29K+ 15.32% |
$348K - $370K
|
62.4K
$2.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.3KNew |
$264K - $281K
|
6.3K
$275K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.08KNew |
$87.1K - $92.6K
|
2.08K
$90.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.72K+ 31.99% |
$408K - $433K
|
40.1K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
272+ 4.77% |
$11.4K - $12.1K
|
5.98K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 30.39% |
$160K - $170K
|
8.75K
$382K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-244- 3.68% |
$10.2K - $10.9K
|
6.38K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
26+ 0.15% |
$1.09K - $1.16K
|
17.2K
$752K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.93KNew |
$207K - $220K
|
4.93K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
910New |
$38.2K - $40.6K
|
910
$39.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.84K- 33.36% |
$77.2K - $82K
|
3.67K
$160K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.97K+ 6.04% |
$208K - $221K
|
87.2K
$3.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.5K- 13.02% |
$147K - $156K
|
23.4K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.31K- 0.52% |
$54.8K - $58.3K
|
251K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.04K- 0.54% |
$211K - $225K
|
932K
$40.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
139+ 1.9% |
$5.83K - $6.2K
|
7.46K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 5.74% |
$52.7K - $56K
|
23.1K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
680New |
$28.5K - $30.3K
|
680
$29.7K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 2.85% |
$568K - $604K
|
489K
$21.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
212+ 0.59% |
$8.9K - $9.45K
|
36.1K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.8K+ 24.98% |
$327K - $348K
|
39K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.71K+ 5.82% |
$71.6K - $76.1K
|
31K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
793+ 16.57% |
$33.3K - $35.4K
|
5.58K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-10.2K- 17.84% |
$429K - $456K
|
47.1K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.87K- 31.12% |
$414K - $440K
|
21.8K
$953K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.28K+ 4.4% |
$53.6K - $57K
|
30.4K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.11K+ 38.86% |
$340K - $361K
|
29K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-1.06K- 13.43% |
$44.6K - $47.4K
|
6.86K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
76+ 0.28% |
$3.19K - $3.39K
|
26.9K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-18- 0.07% |
$755 - $803
|
25.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 0.65% |
$4.83K - $5.13K
|
17.9K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
BUY
|
- |
4.75KNew |
$199K - $212K
|
4.75K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.21K+ 11.9% |
$92.9K - $98.7K
|
20.8K
$908K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-33.2K- 85.05% |
$1.39M - $1.48M
|
5.83K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.23K- 18.19% |
$51.6K - $54.8K
|
5.53K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
8.43K+ 64.56% |
$354K - $376K
|
21.5K
$937K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$7.34K - $7.8K
|
175
$7.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.84K- 4.86% |
$161K - $171K
|
75.1K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28+ 0.85% |
$1.17K - $1.25K
|
3.32K
$145K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
927+ 8.95% |
$38.9K - $41.3K
|
11.3K
$493K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.29K- 15.21% |
$53.9K - $57.3K
|
7.16K
$313K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.5K+ 93.51% |
$399K - $424K
|
19.7K
$858K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3KNew |
$126K - $134K
|
3K
$131K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
189K+ 3430.94% |
$7.93M - $8.42M
|
194K
$8.48M
|
|