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 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.5KNew |
$524K - $557K
|
12.5K
$545K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.9K+ 7.98% |
$498K - $529K
|
161K
$7.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 7.54% |
$489K - $520K
|
166K
$7.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.7K+ 21.83% |
$451K - $479K
|
59.9K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.7K+ 11.96% |
$448K - $476K
|
99.9K
$4.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.3K+ 44.23% |
$433K - $460K
|
33.7K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10.2K+ 22.74% |
$429K - $456K
|
55.2K
$2.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.72K+ 31.99% |
$408K - $433K
|
40.1K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.55K+ 80.03% |
$401K - $426K
|
21.5K
$938K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.5K+ 93.51% |
$399K - $424K
|
19.7K
$858K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.28KNew |
$389K - $414K
|
9.28K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.18K+ 119.23% |
$385K - $409K
|
16.9K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.83KNew |
$371K - $394K
|
8.83K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.68K+ 1.96% |
$364K - $387K
|
452K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.52K+ 4.85% |
$357K - $380K
|
184K
$8.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
8.46K+ 3.71% |
$355K - $377K
|
236K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
8.43K+ 64.56% |
$354K - $376K
|
21.5K
$937K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.29K+ 15.32% |
$348K - $370K
|
62.4K
$2.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.28K+ 9.83% |
$347K - $369K
|
92.5K
$4.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.11K+ 38.86% |
$340K - $361K
|
29K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
8.09KNew |
$339K - $361K
|
8.09K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.99K+ 6.41% |
$335K - $356K
|
133K
$5.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.8K+ 24.98% |
$327K - $348K
|
39K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.67K+ 16.55% |
$322K - $342K
|
54K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.4K+ 27.56% |
$310K - $330K
|
34.2K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.24KNew |
$304K - $323K
|
7.24K
$316K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
7.24K+ 5.96% |
$304K - $323K
|
129K
$5.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.16KNew |
$300K - $319K
|
7.16K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.05K+ 7.86% |
$296K - $315K
|
96.8K
$4.23M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.83K+ 933.33% |
$287K - $305K
|
7.56K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.46K+ 10.8% |
$271K - $288K
|
66.2K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.3KNew |
$264K - $281K
|
6.3K
$275K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.23K+ 8.54% |
$261K - $278K
|
79.2K
$3.45M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.02K+ 27.22% |
$253K - $268K
|
28.1K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.77K+ 10.16% |
$242K - $257K
|
62.5K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.71K+ 55.13% |
$240K - $255K
|
16.1K
$701K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.65K+ 36.85% |
$237K - $252K
|
21K
$915K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
5.56KNew |
$233K - $248K
|
5.56K
$242K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5.51KNew |
$231K - $246K
|
5.51K
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.16K+ 102.06% |
$216K - $230K
|
10.2K
$446K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.16K+ 13.08% |
$216K - $230K
|
44.6K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.1KNew |
$214K - $227K
|
5.1K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.98K+ 48.7% |
$209K - $222K
|
15.2K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.98K+ 15.74% |
$209K - $222K
|
36.6K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.97K+ 6.04% |
$208K - $221K
|
87.2K
$3.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 8.0% |
$207K - $220K
|
66.5K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.93KNew |
$207K - $220K
|
4.93K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.84KNew |
$203K - $216K
|
4.84K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
BUY
|
- |
4.75KNew |
$199K - $212K
|
4.75K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.67K+ 64.35% |
$196K - $208K
|
11.9K
$520K
|
|