Latest Institutional Purchases of First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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
Aug 13, 2025 Q2 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
48
+ 0.7%
$1.83K - $2.07K
6.91K $301K
Jul 17, 2025 Q2 2025
Beacon Capital Management, LLC

BUY
 -
36
+ 1.1%
$1.37K - $1.55K
3.31K $145K
Jul 28, 2025 Q2 2025
Interchange Capital Partners, LLC

BUY
 -
14
New
$535 - $605
14 $611
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 13, 2025 Q1 2025
One Capital Management, LLC

Westlake Village, CA
BUY
 -
642K
New
$25.5M - $28.2M
642K $28M
Apr 15, 2025 Q1 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
427K
New
$16.9M - $18.7M
427K $18.6M
May 12, 2025 Q1 2025
Elevation Capital Advisory, LLC

Bend, OR
BUY
 -
222K
New
$8.81M - $9.73M
222K $9.68M
May 08, 2025 Q1 2025
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
100K
New
$3.97M - $4.39M
100K $4.37M
May 13, 2025 Q1 2025
Global View Capital Management LLC

Waukesha, WI
BUY
 -
81.2K
New
$3.22M - $3.56M
81.2K $3.54M
Apr 10, 2025 Q1 2025
Retireful, LLC

BUY
 -
81.1K
New
$3.22M - $3.55M
81.1K $3.54M
May 15, 2025 Q1 2025
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
46.3K
New
$1.84M - $2.03M
46.3K $2.02M
Apr 23, 2025 Q1 2025
Win Advisors, Inc

BUY
 -
44.1K
New
$1.75M - $1.93M
44.1K $1.92M
Apr 14, 2025 Q1 2025
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
42.2K
New
$1.67M - $1.85M
42.2K $1.84M
May 12, 2025 Q1 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
39.2K
New
$1.56M - $1.72M
39.2K $1.71M
May 15, 2025 Q1 2025
Gts Securities LLC

New York, NY
BUY
 -
27.7K
New
$1.1M - $1.22M
27.7K $1.21M
Apr 21, 2025 Q1 2025
Advisor Resource Council

BUY
 -
14.5K
New
$575K - $635K
14.5K $632K
Apr 23, 2025 Q1 2025
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
13.3K
New
$526K - $581K
13.3K $578K
Jul 15, 2025 Q1 2025
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
8.78K
New
$348K - $385K
8.78K $383K
May 13, 2025 Q1 2025
Sequent Planning LLC

Omaha, NE
BUY
 -
4.63K
New
$184K - $203K
4.63K $202K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.7K
New
$67.5K - $74.5K
1.7K $74.2K
Apr 30, 2025 Q1 2025
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
1.09K
New
$43.4K - $47.9K
1.09K $47.7K
Apr 15, 2025 Q1 2025
Paladin Advisory Group, LLC

BUY
 -
668
New
$26.5K - $29.3K
668 $29.1K
May 01, 2025 Q1 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
564
New
$22.4K - $24.7K
564 $24.6K
May 13, 2025 Q1 2025
Tower Trust & Investment CO

Davenport, IA
BUY
 -
368
New
$14.6K - $16.1K
368 $16.1K
Apr 11, 2025 Q1 2025
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
310
New
$12.3K - $13.6K
310 $13.5K
May 14, 2025 Q1 2025
Gkv Capital Management Co., Inc.

Walnut Creek, CA
BUY
 -
257
New
$10.2K - $11.3K
257 $11.2K
May 15, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
107
New
$4.25K - $4.69K
107 $4.67K
May 13, 2025 Q1 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
98
New
$3.89K - $4.3K
98 $4.28K
May 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
67
+ 3350.0%
$2.66K - $2.94K
69 $3.01K
May 02, 2025 Q1 2025
Lord & Richards Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
60
New
$2.38K - $2.63K
60 $2.62K
Apr 17, 2025 Q1 2025
Bfsg, LLC

BUY
 -
31
New
$1.23K - $1.36K
31 $1.35K
Q4 2024
Feb 12, 2025 Q4 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
54K
New
$2.14M - $2.37M
54K $2.36M
Feb 03, 2025 Q4 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
48.9K
New
$1.94M - $2.15M
48.9K $2.13M
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
25K
New
$990K - $1.1M
25K $1.09M
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
7.95K
New
$315K - $349K
7.95K $347K
Feb 14, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
7.55K
New
$299K - $332K
7.55K $330K
Feb 03, 2025 Q4 2024
Compass Capital Corp /Ma/ /Adv

Braintree, MA
BUY
 -
6.33K
New
$251K - $278K
6.33K $276K
Jun 16, 2025 Q4 2024
Claris Financial LLC

Glen Allen, VA
BUY
 -
5.97K
New
$236K - $262K
5.97K $260K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
5.66K
New
$224K - $249K
5.66K $247K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
5.61K
New
$222K - $246K
5.61K $245K
Feb 14, 2025 Q4 2024
Wise Wealth Partners

Phoenix, AZ
BUY
 -
5.27K
New
$209K - $231K
5.27K $230K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
3.55K
New
$141K - $156K
3.55K $155K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
2.63K
New
$104K - $115K
2.63K $115K
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
1.48K
New
$58.6K - $65.1K
1.48K $64.6K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.1K
New
$43.5K - $48.3K
1.1K $48K
Jan 30, 2025 Q4 2024
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.09K
New
$43K - $47.7K
1.09K $47.3K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1K
+ 100.0%
$39.6K - $44K
2K $87.3K
Feb 10, 2025 Q4 2024
Mascoma Wealth Management LLC

BUY
 -
691
New
$27.4K - $30.4K
691 $30.1K
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
318
New
$12.6K - $14K
318 $13.9K

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