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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.32M+ 4114.52% |
$200M - $224M
|
5.45M
$227M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
111K+ 668.62% |
$4.16M - $4.65M
|
127K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
87KNew |
$3.28M - $3.66M
|
87K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53K+ 7.89% |
$1.99M - $2.23M
|
724K
$30.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
51.8K+ 12.3% |
$1.95M - $2.18M
|
473K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
47.9K+ 11.12% |
$1.8M - $2.01M
|
478K
$19.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
30.4KNew |
$1.14M - $1.28M
|
30.4K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.7KNew |
$1M - $1.12M
|
26.7K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24.6K+ 103.59% |
$928K - $1.04M
|
48.4K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
23.2K+ 241.55% |
$875K - $977K
|
32.9K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 2037.3% |
$767K - $857K
|
21.4K
$888K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.1K+ 235.05% |
$605K - $675K
|
22.9K
$951K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.2K+ 151.88% |
$534K - $597K
|
23.5K
$978K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 18.61% |
$429K - $479K
|
72.6K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$416K - $464K
|
11K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.28KNew |
$312K - $348K
|
8.28K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.87K+ 59.46% |
$259K - $289K
|
18.4K
$765K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.81K+ 3.02% |
$257K - $286K
|
232K
$9.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.18KNew |
$233K - $260K
|
6.18K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.03KNew |
$227K - $254K
|
6.03K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 8.06% |
$215K - $240K
|
76.5K
$3.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.13KNew |
$193K - $216K
|
5.13K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
4.17K+ 2.52% |
$157K - $176K
|
170K
$7.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.06K+ 20.26% |
$153K - $171K
|
24.1K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.99K+ 19.88% |
$150K - $168K
|
24.1K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.53K+ 7.97% |
$133K - $148K
|
47.8K
$1.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.38K+ 33.58% |
$127K - $142K
|
13.4K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.16K+ 9.55% |
$119K - $133K
|
36.3K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.03K+ 0.54% |
$114K - $128K
|
566K
$23.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.03K+ 15.78% |
$114K - $127K
|
22.2K
$923K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 6.47% |
$105K - $117K
|
46K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 0.14% |
$102K - $113K
|
1.94M
$80.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.58K+ 29.06% |
$97.1K - $108K
|
11.4K
$476K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.96K+ 339.17% |
$73.7K - $82.3K
|
2.53K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 1.88% |
$68.6K - $76.6K
|
98.8K
$4.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73K+ 7.79% |
$65.2K - $72.8K
|
23.9K
$995K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.38K+ 3.84% |
$51.9K - $57.9K
|
37.2K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 18.72% |
$47.8K - $53.4K
|
8.05K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.1K+ 5.51% |
$41.4K - $46.2K
|
21.1K
$875K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09KNew |
$40.9K - $45.7K
|
1.09K
$45.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
925New |
$34.8K - $38.9K
|
925
$38.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
789+ 11.08% |
$29.7K - $33.2K
|
7.91K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
735+ 4.58% |
$27.7K - $30.9K
|
16.8K
$698K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
707+ 0.6% |
$26.6K - $29.7K
|
119K
$4.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
644+ 2.75% |
$24.3K - $27.1K
|
24.1K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
615+ 15.52% |
$23.2K - $25.9K
|
4.58K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
175+ 0.65% |
$6.59K - $7.36K
|
27K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
164+ 7.39% |
$6.18K - $6.9K
|
2.38K
$99K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$4.71K - $5.26K
|
125
$5.19K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
117+ 0.4% |
$4.41K - $4.92K
|
29.3K
$1.22M
|