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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
600+ 10.34% |
$25.2K - $26.8K
|
6.4K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
565+ 9.42% |
$23.7K - $25.2K
|
6.57K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
562+ 10.5% |
$23.6K - $25.1K
|
5.91K
$258K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
558+ 4.48% |
$23.4K - $24.9K
|
13K
$568K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
553+ 1.28% |
$23.2K - $24.7K
|
43.6K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
479+ 1.52% |
$20.1K - $21.4K
|
32.1K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
475New |
$19.9K - $21.2K
|
475
$20.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
457+ 4.38% |
$19.2K - $20.4K
|
10.9K
$475K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
435New |
$18.3K - $19.4K
|
435
$19K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
389+ 1.85% |
$16.3K - $17.3K
|
21.4K
$932K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
372+ 4.31% |
$15.6K - $16.6K
|
9.01K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
336+ 2.72% |
$14.1K - $15K
|
12.7K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
318+ 1.05% |
$13.3K - $14.2K
|
30.7K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
313+ 5.98% |
$13.1K - $14K
|
5.55K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
277+ 0.32% |
$11.6K - $12.4K
|
86.3K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
272+ 4.77% |
$11.4K - $12.1K
|
5.98K
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
266+ 0.9% |
$11.2K - $11.9K
|
30K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
265+ 0.22% |
$11.1K - $11.8K
|
123K
$5.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
230+ 1.72% |
$9.65K - $10.3K
|
13.6K
$593K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
221+ 2.62% |
$9.27K - $9.85K
|
8.65K
$377K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
212+ 1.07% |
$8.9K - $9.45K
|
20K
$873K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
212+ 0.59% |
$8.9K - $9.45K
|
36.1K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
211+ 1.14% |
$8.85K - $9.41K
|
18.7K
$814K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
210+ 3.44% |
$8.81K - $9.36K
|
6.31K
$275K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
207+ 0.16% |
$8.69K - $9.23K
|
132K
$5.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
199+ 1.51% |
$8.35K - $8.87K
|
13.4K
$583K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
181+ 2.7% |
$7.59K - $8.07K
|
6.88K
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
175New |
$7.34K - $7.8K
|
175
$7.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$7.34K - $7.8K
|
175
$7.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
165+ 3.32% |
$6.92K - $7.36K
|
5.14K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
142New |
$5.96K - $6.33K
|
142
$6.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
141+ 1.91% |
$5.92K - $6.29K
|
7.54K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
140New |
$5.87K - $6.24K
|
140
$6.11K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
139+ 1.9% |
$5.83K - $6.2K
|
7.46K
$326K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
120+ 0.25% |
$5.04K - $5.35K
|
49K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
115+ 1.01% |
$4.83K - $5.13K
|
11.5K
$501K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 0.65% |
$4.83K - $5.13K
|
17.9K
$780K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
108+ 0.48% |
$4.53K - $4.82K
|
22.8K
$995K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
108+ 0.58% |
$4.53K - $4.82K
|
18.6K
$811K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
107+ 0.56% |
$4.49K - $4.77K
|
19.2K
$839K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
84+ 0.42% |
$3.52K - $3.75K
|
20.2K
$882K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
76+ 0.1% |
$3.19K - $3.39K
|
77.8K
$3.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
76+ 0.28% |
$3.19K - $3.39K
|
26.9K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
62+ 0.43% |
$2.6K - $2.76K
|
14.3K
$626K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56+ 0.07% |
$2.35K - $2.5K
|
80.1K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
49+ 0.8% |
$2.06K - $2.18K
|
6.19K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
46+ 0.72% |
$1.93K - $2.05K
|
6.4K
$279K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
39+ 0.62% |
$1.64K - $1.74K
|
6.32K
$276K
|
|