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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
4.63KNew |
$194K - $206K
|
4.63K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.62KNew |
$194K - $206K
|
4.62K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.42K+ 9.69% |
$185K - $197K
|
50K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.18K+ 25.72% |
$175K - $186K
|
20.4K
$891K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.89K+ 10.09% |
$163K - $173K
|
42.4K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.88K+ 7.87% |
$163K - $173K
|
53.2K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3KNew |
$126K - $134K
|
3K
$131K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3KNew |
$126K - $134K
|
3K
$131K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.94KNew |
$123K - $131K
|
2.94K
$128K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.94K+ 4.11% |
$123K - $131K
|
74.3K
$3.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.85K+ 2.65% |
$120K - $127K
|
110K
$4.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 8.46% |
$114K - $122K
|
35K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.69K+ 44.94% |
$113K - $120K
|
8.69K
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.21K+ 11.9% |
$92.9K - $98.7K
|
20.8K
$908K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.18K+ 0.34% |
$91.6K - $97.3K
|
641K
$28M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.15K+ 15.81% |
$90.3K - $95.9K
|
15.8K
$687K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.11K+ 10.38% |
$88.6K - $94.1K
|
22.5K
$980K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$88.2K - $93.7K
|
2.1K
$91.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.08KNew |
$87.1K - $92.6K
|
2.08K
$90.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.02K+ 1.31% |
$84.8K - $90.1K
|
156K
$6.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.71K+ 5.82% |
$71.6K - $76.1K
|
31K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.52K+ 1.03% |
$63.9K - $67.9K
|
149K
$6.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
1.36K+ 8.43% |
$57.2K - $60.8K
|
17.6K
$766K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.36K+ 2.07% |
$57K - $60.6K
|
67K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 6.55% |
$56.1K - $59.7K
|
21.8K
$950K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.33K+ 4.7% |
$55.6K - $59.1K
|
29.6K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 3.11% |
$55.6K - $59.1K
|
43.9K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.29K+ 13.14% |
$54.3K - $57.7K
|
11.1K
$486K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.28K+ 3.99% |
$53.8K - $57.2K
|
33.4K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.28K+ 4.4% |
$53.6K - $57K
|
30.4K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.27K+ 111.63% |
$53.2K - $56.5K
|
2.4K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 5.74% |
$52.7K - $56K
|
23.1K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22K+ 3.48% |
$51.3K - $54.5K
|
36.4K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.16K+ 0.22% |
$48.5K - $51.5K
|
521K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.03K+ 8.15% |
$43.3K - $46.1K
|
13.7K
$598K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.02K+ 1.91% |
$42.8K - $45.4K
|
54.2K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 100000.0% |
$42K - $44.6K
|
1K
$43.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
996+ 17.58% |
$41.8K - $44.4K
|
6.66K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
978+ 14.29% |
$41K - $43.6K
|
7.82K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
927+ 8.95% |
$38.9K - $41.3K
|
11.3K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
910New |
$38.2K - $40.6K
|
910
$39.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
823+ 2.52% |
$34.5K - $36.7K
|
33.5K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
817+ 0.45% |
$34.3K - $36.4K
|
182K
$7.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
793+ 16.57% |
$33.3K - $35.4K
|
5.58K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$31.5K - $33.4K
|
750
$32.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
747+ 12.07% |
$31.3K - $33.3K
|
6.94K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
718+ 6.03% |
$30.1K - $32K
|
12.6K
$551K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
680New |
$28.5K - $30.3K
|
680
$29.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
661+ 6.2% |
$27.7K - $29.5K
|
11.3K
$494K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
605+ 3.07% |
$25.4K - $27K
|
20.3K
$886K
|
|