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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28+ 0.85% |
$1.17K - $1.25K
|
3.32K
$145K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
26+ 0.15% |
$1.09K - $1.16K
|
17.2K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.48% |
$1.01K - $1.07K
|
5.07K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.36% |
$881 - $936
|
5.79K
$252K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$839 - $892
|
3.91K
$170K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13+ 0.12% |
$545 - $580
|
10.6K
$464K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.49% |
$504 - $535
|
2.45K
$107K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12+ 0.06% |
$504 - $535
|
20.5K
$893K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.9% |
$462 - $490
|
1.23K
$53.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 2.24% |
$462 - $490
|
501
$21.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9+ 0.05% |
$378 - $401
|
19.7K
$857K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
7+ 0.98% |
$294 - $312
|
721
$31.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.08% |
$210 - $223
|
6.55K
$286K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.45% |
$83.9 - $89.2
|
140
$6.11K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$83.9 - $89.2
|
10.6K
$463K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$42 - $44.6
|
4.1K
$179K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324K+ 16.28% |
$12.4M - $14M
|
2.31M
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
69.5K+ 185.73% |
$2.65M - $3M
|
107K
$4.66M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57KNew |
$2.18M - $2.46M
|
57K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
29.9KNew |
$1.14M - $1.29M
|
29.9K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
26.4KNew |
$1.01M - $1.14M
|
26.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$869K - $983K
|
22.8K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
21.6K+ 32.32% |
$824K - $932K
|
88.3K
$3.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 24.89% |
$647K - $732K
|
85K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.4K+ 10.14% |
$627K - $710K
|
178K
$7.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$608K - $687K
|
15.9K
$695K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.4KNew |
$437K - $494K
|
11.4K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.4KNew |
$395K - $447K
|
10.4K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.5KNew |
$325K - $367K
|
8.5K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.18KNew |
$312K - $353K
|
8.18K
$357K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.79K+ 159.66% |
$297K - $336K
|
12.7K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.68K+ 553.42% |
$293K - $332K
|
9.06K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7K+ 70.0% |
$267K - $302K
|
17K
$742K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.81K+ 4.0% |
$184K - $208K
|
125K
$5.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92K+ 23.04% |
$111K - $126K
|
15.6K
$679K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.39K+ 6.23% |
$52.9K - $59.8K
|
23.6K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.33KNew |
$50.8K - $57.4K
|
1.33K
$58K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.22K+ 2.38% |
$46.6K - $52.6K
|
52.5K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.2KNew |
$45.8K - $51.8K
|
1.2K
$52.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14K+ 134.4% |
$43.4K - $49.1K
|
1.98K
$86.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
900New |
$34.4K - $38.9K
|
900
$39.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
624+ 10.65% |
$23.8K - $27K
|
6.48K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
355New |
$13.6K - $15.3K
|
355
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
333New |
$12.7K - $14.4K
|
333
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314+ 3140.0% |
$12K - $13.6K
|
324
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 2.77% |
$9.55K - $10.8K
|
9.27K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
245+ 3.7% |
$9.36K - $10.6K
|
6.87K
$300K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
240+ 2.46% |
$9.17K - $10.4K
|
10K
$436K
|
|