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 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.12K+ 11.16% |
$100K - $118K
|
31.1K
$1.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.04KNew |
$97.6K - $115K
|
3.04K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.9K+ 60.39% |
$61.1K - $71.9K
|
5.05K
$210K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
250+ 41.67% |
$8.03K - $9.45K
|
850
$35.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
129New |
$4.14K - $4.87K
|
129
$5.36K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
90.8KNew |
$3.14M - $3.56M
|
90.8K
$3.77M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.37KNew |
$290K - $328K
|
8.37K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.37KNew |
$290K - $328K
|
8.37K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.12KNew |
$246K - $279K
|
7.12K
$296K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.94KNew |
$240K - $272K
|
6.94K
$289K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.93KNew |
$240K - $272K
|
6.93K
$288K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.7KNew |
$93.4K - $106K
|
2.7K
$112K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$56.6K - $64.1K
|
1.64K
$68K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.18KNew |
$40.8K - $46.2K
|
1.18K
$49K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
421New |
$14.6K - $16.5K
|
421
$17.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
355+ 3.91% |
$12.3K - $13.9K
|
9.43K
$392K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
197New |
$6.82K - $7.72K
|
197
$8.19K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
43+ 0.67% |
$1.49K - $1.68K
|
6.5K
$270K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36New |
$1.25K - $1.41K
|
36
$1.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
18+ 0.3% |
$623 - $705
|
5.97K
$248K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3New |
$104 - $118
|
3
$125
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.55KNew |
$265K - $285K
|
7.55K
$314K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$7.02K - $7.55K
|
200
$8.31K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
104New |
$3.65K - $3.93K
|
104
$4.32K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
70+ 0.28% |
$2.46K - $2.64K
|
25.1K
$1.04M
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
25.3KNew |
$832K - $899K
|
25.3K
$1.05M
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
700New |
$23K - $24.9K
|
700
$29.1K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.1KNew |
$427K - $450K
|
13.1K
$544K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$48K - $50.6K
|
1.47K
$61.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
19.5KNew |
$642K - $686K
|
19.5K
$811K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
4.06KNew |
$133K - $143K
|
4.06K
$169K
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
275New |
$9.04K - $9.66K
|
275
$11.4K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.14KNew |
$28.9K - $34.6K
|
1.14K
$47.2K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.4KNew |
$357K - $395K
|
14.4K
$597K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15.8KNew |
$337K - $459K
|
15.8K
$656K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
836+ 12.68% |
$17.8K - $24.3K
|
7.43K
$309K
|
|
| Q3 2019 | |||||||
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
855New |
$24.9K - $27K
|
855
$35.5K
|
|
|
Nov 13, 2019
Q3 2019
|
Oakworth Capital, Inc.
|
BUY
|
- |
768+ 685.71% |
$22.4K - $24.2K
|
880
$36.6K
|
|
|
Oct 29, 2019
Q3 2019
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3New |
$87.4 - $94.7
|
3
$125
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
150KNew |
$4.28M - $4.53M
|
150K
$6.24M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7KNew |
$591K - $625K
|
20.7K
$862K
|
|
|
Nov 13, 2018
Q3 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
200New |
$5.7K - $6.03K
|
200
$8.31K
|
|
| Q3 2017 | |||||||
|
Oct 13, 2017
Q3 2017
|
First Financial Corp
|
BUY
|
- |
1.88KNew |
$54.3K - $54.5K
|
1.88K
$77.9K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$29 - $29
|
1
$41.6
|
|