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 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 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 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 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 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 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.42% |
$4.23K - $4.39K
|
24.1K
$1.05M
|
|
|
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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
189K+ 3430.94% |
$7.93M - $8.42M
|
194K
$8.48M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
63.6K+ 28.75% |
$2.67M - $2.84M
|
285K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.4K+ 3.91% |
$2.45M - $2.6M
|
1.55M
$67.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 0.68% |
$2.25M - $2.39M
|
7.89M
$344M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.7K+ 31.89% |
$2.17M - $2.31M
|
214K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47.1KNew |
$1.98M - $2.1M
|
47.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 4.62% |
$1.97M - $2.1M
|
1.07M
$46.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
46.2KNew |
$1.94M - $2.06M
|
46.2K
$2.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.5K+ 160.63% |
$1.78M - $1.9M
|
69K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
42.5KNew |
$1.78M - $1.89M
|
42.5K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.5K+ 17.44% |
$1.53M - $1.63M
|
245K
$10.7M
|
|