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 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
7.24K+ 5.96% |
$304K - $323K
|
129K
$5.62M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30.7K+ 12.41% |
$1.29M - $1.37M
|
278K
$12.1M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-103K- 68.24% |
$3.92M - $4.44M
|
47.8K
$2.09M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324K+ 16.28% |
$12.4M - $14M
|
2.31M
$101M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
240+ 2.46% |
$9.17K - $10.4K
|
10K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.3K- 67.66% |
$546K - $617K
|
6.83K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314+ 3140.0% |
$12K - $13.6K
|
324
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$869K - $983K
|
22.8K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
29.9KNew |
$1.14M - $1.29M
|
29.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.16K- 30.16% |
$82.5K - $93.2K
|
5K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-25.5K- 46.34% |
$972K - $1.1M
|
29.5K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
333New |
$12.7K - $14.4K
|
333
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 2.77% |
$9.55K - $10.8K
|
9.27K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
69.5K+ 185.73% |
$2.65M - $3M
|
107K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
26.4KNew |
$1.01M - $1.14M
|
26.4K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7K+ 70.0% |
$267K - $302K
|
17K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-106- 0.75% |
$4.05K - $4.58K
|
14.1K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-375- 78.45% |
$14.3K - $16.2K
|
103
$4.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
900New |
$34.4K - $38.9K
|
900
$39.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48+ 0.7% |
$1.83K - $2.07K
|
6.91K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.2KNew |
$45.8K - $51.8K
|
1.2K
$52.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
21.6K+ 32.32% |
$824K - $932K
|
88.3K
$3.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7- 0.14% |
$267 - $302
|
4.89K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.4K+ 10.14% |
$627K - $710K
|
178K
$7.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.4KNew |
$395K - $447K
|
10.4K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 24.89% |
$647K - $732K
|
85K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54K- 30.1% |
$2.06M - $2.33M
|
125K
$5.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.4KNew |
$437K - $494K
|
11.4K
$499K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
150New |
$5.73K - $6.48K
|
150
$6.54K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
355New |
$13.6K - $15.3K
|
355
$15.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-150- 26.93% |
$5.73K - $6.48K
|
407
$17.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14K+ 134.4% |
$43.4K - $49.1K
|
1.98K
$86.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.79K+ 159.66% |
$297K - $336K
|
12.7K
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-280- 2.73% |
$10.7K - $12.1K
|
9.99K
$436K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
120+ 1.52% |
$4.58K - $5.18K
|
8.03K
$350K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
624+ 10.65% |
$23.8K - $27K
|
6.48K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.22K+ 2.38% |
$46.6K - $52.6K
|
52.5K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.33KNew |
$50.8K - $57.4K
|
1.33K
$58K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-30- 1.66% |
$1.15K - $1.3K
|
1.78K
$77.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-855- 10.71% |
$32.7K - $36.9K
|
7.13K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.81K+ 4.0% |
$184K - $208K
|
125K
$5.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-87.3K- 31.98% |
$3.33M - $3.77M
|
186K
$8.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-141- 1.77% |
$5.38K - $6.09K
|
7.83K
$341K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14New |
$535 - $605
|
14
$611
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.39K+ 6.23% |
$52.9K - $59.8K
|
23.6K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.6K- 18.17% |
$1.36M - $1.54M
|
160K
$7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92K+ 23.04% |
$111K - $126K
|
15.6K
$679K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57KNew |
$2.18M - $2.46M
|
57K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
245+ 3.7% |
$9.36K - $10.6K
|
6.87K
$300K
|
|