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 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 0.35% |
$2.07K - $2.31K
|
15.7K
$624K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
45+ 0.83% |
$1.69K - $1.89K
|
5.44K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
40+ 0.21% |
$1.51K - $1.68K
|
18.9K
$751K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39+ 0.59% |
$1.47K - $1.64K
|
6.62K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
31+ 0.69% |
$1.17K - $1.3K
|
4.54K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.08% |
$1.09K - $1.22K
|
36.5K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
23+ 0.2% |
$866 - $967
|
11.5K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
13+ 0.17% |
$490 - $547
|
7.71K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9+ 0.15% |
$339 - $379
|
6.09K
$242K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8+ 1.11% |
$301 - $336
|
731
$29K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$198
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$188 - $210
|
5
$198
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.88% |
$188 - $210
|
576
$22.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$75.3 - $84.1
|
10.6K
$421K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
109KNew |
$3.95M - $4.23M
|
109K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.2KNew |
$735K - $788K
|
20.2K
$801K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7KNew |
$535K - $574K
|
14.7K
$584K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.1KNew |
$440K - $472K
|
12.1K
$480K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.1KNew |
$403K - $432K
|
11.1K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.8KNew |
$320K - $343K
|
8.8K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$281K - $302K
|
7.74K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.16KNew |
$260K - $279K
|
7.16K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.15K+ 56.72% |
$260K - $279K
|
19.8K
$784K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.19KNew |
$225K - $242K
|
6.19K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.4KNew |
$196K - $211K
|
5.4K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.14KNew |
$114K - $123K
|
3.14K
$125K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.47K+ 1.93% |
$53.4K - $57.3K
|
77.4K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.36K+ 9.84% |
$49.3K - $52.9K
|
15.1K
$600K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$36.4K - $39K
|
1K
$39.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
898New |
$32.7K - $35K
|
898
$35.6K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
800New |
$29.1K - $31.2K
|
800
$31.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
604New |
$22K - $23.6K
|
604
$24K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
579New |
$21.1K - $22.6K
|
579
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
458New |
$16.7K - $17.9K
|
458
$18.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
180+ 2.99% |
$6.55K - $7.02K
|
6.21K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
100New |
$3.64K - $3.9K
|
100
$3.97K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 1.18% |
$327 - $351
|
769
$30.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$72.8 - $78
|
2
$79.4
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
348KNew |
$12.3M - $13.4M
|
348K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
275KNew |
$9.69M - $10.6M
|
275K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
102K+ 1110.3% |
$3.59M - $3.92M
|
111K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
49.7K+ 447.58% |
$1.76M - $1.91M
|
60.9K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.1K+ 2.42% |
$1.28M - $1.39M
|
1.53M
$60.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.2KNew |
$677K - $738K
|
19.2K
$761K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.8KNew |
$311K - $339K
|
8.8K
$349K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.88K+ 13.22% |
$278K - $303K
|
67.5K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.51KNew |
$194K - $212K
|
5.51K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.41KNew |
$191K - $208K
|
5.41K
$215K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.4KNew |
$191K - $208K
|
5.4K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$191K - $208K
|
5.4K
$214K
|
|