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 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.44K- 3.7% |
$60.5K - $64.3K
|
37.6K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
63.6K+ 28.75% |
$2.67M - $2.84M
|
285K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6K- 21.16% |
$252K - $268K
|
22.4K
$975K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
39+ 0.62% |
$1.64K - $1.74K
|
6.32K
$276K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.1K- 2.47% |
$130K - $138K
|
122K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.11K- 1.46% |
$46.7K - $49.7K
|
75.3K
$3.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
372+ 4.31% |
$15.6K - $16.6K
|
9.01K
$393K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.02K+ 1.91% |
$42.8K - $45.4K
|
54.2K
$2.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
199+ 1.51% |
$8.35K - $8.87K
|
13.4K
$583K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$839 - $892
|
3.91K
$170K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 7.98% |
$19.4K - $20.6K
|
5.34K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.8K- 13.69% |
$159K - $169K
|
24K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
52.4K+ 41.83% |
$2.2M - $2.34M
|
178K
$7.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-873- 1.9% |
$36.6K - $38.9K
|
45.2K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
31.5K+ 11.64% |
$1.32M - $1.41M
|
302K
$13.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.15K- 2.79% |
$90K - $95.7K
|
74.7K
$3.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-840- 4.58% |
$35.2K - $37.5K
|
17.5K
$764K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
479+ 1.52% |
$20.1K - $21.4K
|
32.1K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-892- 16.06% |
$37.4K - $39.8K
|
4.66K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.11K+ 10.38% |
$88.6K - $94.1K
|
22.5K
$980K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-35- 0.71% |
$1.47K - $1.56K
|
4.89K
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
336+ 2.72% |
$14.1K - $15K
|
12.7K
$553K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.16K+ 102.06% |
$216K - $230K
|
10.2K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.5K+ 160.63% |
$1.78M - $1.9M
|
69K
$3.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.4K+ 27.56% |
$310K - $330K
|
34.2K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.6K- 0.51% |
$109K - $116K
|
509K
$22.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
46+ 0.72% |
$1.93K - $2.05K
|
6.4K
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-683- 6.85% |
$28.7K - $30.5K
|
9.29K
$405K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 26.12% |
$791K - $841K
|
91.1K
$3.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
817+ 0.45% |
$34.3K - $36.4K
|
182K
$7.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.41K- 97.04% |
$59.1K - $62.8K
|
43
$1.88K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-227- 3.84% |
$9.52K - $10.1K
|
5.68K
$248K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.5KNew |
$524K - $557K
|
12.5K
$545K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-100- 0.39% |
$4.2K - $4.46K
|
25.6K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-117- 33.43% |
$4.91K - $5.22K
|
233
$10.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-6.41K- 26.15% |
$269K - $286K
|
18.1K
$790K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-251- 1.01% |
$10.5K - $11.2K
|
24.5K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 2.24% |
$462 - $490
|
501
$21.9K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
313+ 5.98% |
$13.1K - $14K
|
5.55K
$242K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.85K+ 2.65% |
$120K - $127K
|
110K
$4.81M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
120+ 0.25% |
$5.04K - $5.35K
|
49K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-828- 10.72% |
$34.7K - $36.9K
|
6.9K
$301K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.65K- 1.33% |
$279K - $296K
|
494K
$21.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-122- 0.29% |
$5.12K - $5.44K
|
41.9K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.52K+ 1.03% |
$63.9K - $67.9K
|
149K
$6.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.17K- 80.79% |
$217K - $231K
|
1.23K
$53.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-999- 6.99% |
$41.9K - $44.5K
|
13.3K
$580K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-30- 0.43% |
$1.26K - $1.34K
|
7.02K
$306K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-556- 0.57% |
$23.3K - $24.8K
|
97.3K
$4.24M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-780- 0.34% |
$32.7K - $34.8K
|
229K
$10M
|
|