Latest Institutional Purchases of First Tr Morningstar Dividend (FDL)
This list provides information on the latest institutional transactions involving First Tr Morningstar Dividend (FDL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19.6K+ 46.72% |
$827K - $859K
|
61.4K
$2.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
14K+ 102.17% |
$592K - $615K
|
27.7K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
13.2KNew |
$557K - $578K
|
13.2K
$575K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
10.2K+ 148.5% |
$430K - $447K
|
17K
$744K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.75K+ 3753.22% |
$370K - $384K
|
8.98K
$392K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
8.19K+ 6.36% |
$346K - $359K
|
137K
$5.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.63K+ 25.08% |
$323K - $335K
|
38.1K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.78K+ 6.14% |
$287K - $298K
|
117K
$5.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.72K+ 3.22% |
$242K - $251K
|
183K
$8M
|
|
|
Jan 23, 2026
Q4 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.71K+ 7.68% |
$241K - $250K
|
80K
$3.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.55K+ 3.41% |
$235K - $244K
|
168K
$7.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.5K+ 76.86% |
$232K - $241K
|
12.7K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.23K+ 17.24% |
$221K - $230K
|
35.6K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
4.35K+ 20.23% |
$184K - $191K
|
25.8K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.29K+ 86.95% |
$181K - $188K
|
9.21K
$402K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 5.82% |
$121K - $125K
|
51.8K
$2.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 2.25% |
$63.3K - $65.7K
|
68K
$2.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
919+ 2.63% |
$38.8K - $40.3K
|
35.9K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
877+ 0.35% |
$37.1K - $38.5K
|
252K
$11M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
690+ 2.15% |
$29.2K - $30.3K
|
32.8K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
649+ 4.89% |
$27.4K - $28.5K
|
13.9K
$608K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
631+ 11.37% |
$26.7K - $27.7K
|
6.18K
$270K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
552+ 44.91% |
$23.3K - $24.2K
|
1.78K
$77.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
384+ 1.57% |
$16.2K - $16.9K
|
24.9K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
278+ 1.58% |
$11.8K - $12.2K
|
17.8K
$778K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
152+ 2.41% |
$6.43K - $6.67K
|
6.47K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
112New |
$4.73K - $4.92K
|
112
$4.89K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.42% |
$4.23K - $4.39K
|
24.1K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 0.15% |
$2.32K - $2.41K
|
37.7K
$1.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.53% |
$2.07K - $2.15K
|
9.27K
$405K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28+ 1.17% |
$1.18K - $1.23K
|
2.43K
$106K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.48% |
$1.14K - $1.19K
|
5.7K
$249K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
27+ 0.39% |
$1.14K - $1.19K
|
6.93K
$302K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25+ 0.41% |
$1.06K - $1.1K
|
6.11K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.19% |
$296 - $307
|
3.68K
$161K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 2.33% |
$42.3 - $43.9
|
44
$1.92K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1+ 0.01% |
$42.3 - $43.9
|
10.2K
$446K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.99M+ 2126.97% |
$126M - $133M
|
3.13M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428K+ 302.23% |
$18M - $19.1M
|
570K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 3.0% |
$14.9M - $15.8M
|
12.2M
$533M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
349K+ 398.09% |
$14.6M - $15.6M
|
437K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
285K+ 6.75% |
$12M - $12.7M
|
4.51M
$197M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239K+ 11.52% |
$10M - $10.7M
|
2.31M
$101M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
182K+ 25.62% |
$7.64M - $8.12M
|
893K
$38.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
130K+ 2700.71% |
$5.46M - $5.8M
|
135K
$5.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.4K+ 2.95% |
$3.79M - $4.03M
|
3.16M
$138M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87K+ 2.23% |
$3.65M - $3.88M
|
4M
$174M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73.1K+ 4.22% |
$3.07M - $3.26M
|
1.81M
$78.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 5.54% |
$2.94M - $3.12M
|
1.33M
$58.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4KNew |
$2.83M - $3.01M
|
67.4K
$2.94M
|
|