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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.26K- 1.83% |
$129K - $143K
|
175K
$7.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$119 - $132
|
19.5K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
70.8K+ 855.16% |
$2.8M - $3.11M
|
79.1K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$3.96K - $4.4K
|
100
$4.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.65K+ 10.99% |
$105K - $116K
|
26.7K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
202+ 3.02% |
$8K - $8.88K
|
6.89K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.42KNew |
$294K - $326K
|
7.42K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
55+ 0.71% |
$2.18K - $2.42K
|
7.77K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-250- 3.03% |
$9.9K - $11K
|
7.99K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
749+ 3.13% |
$29.7K - $32.9K
|
24.7K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-798- 1.38% |
$31.6K - $35.1K
|
56.9K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650+ 18.87% |
$25.7K - $28.6K
|
4.1K
$175K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
535+ 4.67% |
$21.2K - $23.5K
|
12K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
78KNew |
$3.09M - $3.43M
|
78K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
335+ 1.39% |
$13.3K - $14.7K
|
24.4K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.6K+ 5.05% |
$182K - $202K
|
95.7K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-54- 1.05% |
$2.14K - $2.37K
|
5.07K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-146- 1.87% |
$5.78K - $6.42K
|
7.65K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.46K- 2.05% |
$97.4K - $108K
|
117K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 32.14% |
$45.5K - $50.5K
|
2.43K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.5KNew |
$218K - $242K
|
5.5K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-70- 0.61% |
$2.77K - $3.08K
|
11.5K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.64K- 7.19% |
$144K - $160K
|
47K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
41+ 0.9% |
$1.62K - $1.8K
|
4.58K
$196K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38K+ 344.24% |
$1.5M - $1.67M
|
49K
$2.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.33M- 97.71% |
$211M - $234M
|
125K
$5.33M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-225- 3.35% |
$8.91K - $9.89K
|
6.49K
$278K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6+ 0.04% |
$226 - $252
|
15.3K
$654K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.57KNew |
$285K - $318K
|
7.57K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$214
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.03K+ 9.05% |
$38.9K - $43.5K
|
12.5K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-267- 0.65% |
$10.1K - $11.2K
|
40.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
332KNew |
$12.5M - $14M
|
332K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.74KNew |
$292K - $326K
|
7.74K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$5.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.2K+ 208.99% |
$2.79M - $3.12M
|
110K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$214
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.88% |
$188 - $210
|
576
$24.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-22- 0.3% |
$829 - $925
|
7.26K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.3K+ 18.7% |
$426K - $475K
|
71.7K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-510- 1.88% |
$19.2K - $21.5K
|
26.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
261+ 4.89% |
$9.83K - $11K
|
5.6K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.7KNew |
$781K - $873K
|
20.7K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.99KNew |
$188K - $210K
|
4.99K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.97KNew |
$225K - $251K
|
5.97K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.65K+ 37.84% |
$62.1K - $69.4K
|
6.01K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
334+ 3.49% |
$12.6K - $14K
|
9.92K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.4% |
$904 - $1.01K
|
5.94K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
116KNew |
$4.37M - $4.88M
|
116K
$4.97M
|
|