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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-28- 0.11% |
$1.07K - $1.21K
|
26.5K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.5KNew |
$325K - $367K
|
8.5K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.18KNew |
$312K - $353K
|
8.18K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600- 60.0% |
$22.9K - $25.9K
|
400
$17.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 1.1% |
$1.37K - $1.55K
|
3.31K
$145K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.05K- 16.97% |
$40.1K - $45.4K
|
5.14K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-72- 0.83% |
$2.75K - $3.11K
|
8.58K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-120- 2.23% |
$4.58K - $5.18K
|
5.27K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7K- 27.86% |
$267K - $302K
|
18.1K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.68K+ 553.42% |
$293K - $332K
|
9.06K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-563- 24.19% |
$21.5K - $24.3K
|
1.76K
$77K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.2K- 47.99% |
$351K - $397K
|
9.97K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$608K - $687K
|
15.9K
$695K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
68New |
$2.6K - $2.94K
|
68
$2.97K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
8.78KNew |
$348K - $385K
|
8.78K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 3.03% |
$90.7K - $100K
|
73.1K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.1M - $1.22M
|
27.7K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
107New |
$4.25K - $4.69K
|
107
$4.67K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
46.3KNew |
$1.84M - $2.03M
|
46.3K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
257New |
$10.2K - $11.3K
|
257
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42- 38.18% |
$1.67K - $1.84K
|
68
$2.97K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.63KNew |
$184K - $203K
|
4.63K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
368New |
$14.6K - $16.1K
|
368
$16.1K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-543- 7.51% |
$21.6K - $23.8K
|
6.68K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
98New |
$3.89K - $4.3K
|
98
$4.28K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
642KNew |
$25.5M - $28.2M
|
642K
$28M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
81.2KNew |
$3.22M - $3.56M
|
81.2K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.22K- 19.18% |
$48.4K - $53.4K
|
5.14K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
67+ 3350.0% |
$2.66K - $2.94K
|
69
$3.01K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-200- 25.0% |
$7.94K - $8.77K
|
600
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.2KNew |
$1.56M - $1.72M
|
39.2K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
222KNew |
$8.81M - $9.73M
|
222K
$9.68M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
100KNew |
$3.97M - $4.39M
|
100K
$4.37M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60New |
$2.38K - $2.63K
|
60
$2.62K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$67.5K - $74.5K
|
1.7K
$74.2K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
564New |
$22.4K - $24.7K
|
564
$24.6K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.6KNew |
$2.13M - $2.35M
|
53.6K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$43.4K - $47.9K
|
1.09K
$47.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-579- 9.86% |
$23K - $25.4K
|
5.29K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-175- 2.54% |
$6.95K - $7.67K
|
6.71K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3KNew |
$526K - $581K
|
13.3K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
44.1KNew |
$1.75M - $1.93M
|
44.1K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-160- 80.0% |
$6.35K - $7.01K
|
40
$1.75K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.96K- 86.41% |
$157K - $173K
|
622
$27.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$575K - $635K
|
14.5K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
31New |
$1.23K - $1.36K
|
31
$1.35K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
668New |
$26.5K - $29.3K
|
668
$29.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
427KNew |
$16.9M - $18.7M
|
427K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.2KNew |
$1.67M - $1.85M
|
42.2K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-109K- 97.7% |
$4.32M - $4.77M
|
2.57K
$112K
|
|