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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$402K - $464K
|
12.7K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$393K - $453K
|
12.5K
$533K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.4KNew |
$327K - $377K
|
10.4K
$443K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 11.44% |
$302K - $348K
|
93K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.87KNew |
$217K - $250K
|
6.87K
$294K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.03KNew |
$190K - $219K
|
6.03K
$258K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.8KNew |
$183K - $211K
|
5.8K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.76KNew |
$182K - $210K
|
5.76K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
5.69KNew |
$180K - $207K
|
5.69K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.52K+ 4.07% |
$111K - $128K
|
90.1K
$3.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57KNew |
$81K - $93.4K
|
2.57K
$110K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.32K+ 3.22% |
$73.2K - $84.4K
|
74.2K
$3.18M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$69.5K - $80.1K
|
2.2K
$94.1K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 14.35% |
$48.3K - $55.7K
|
12.2K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3KNew |
$41K - $47.3K
|
1.3K
$55.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
248New |
$7.83K - $9.03K
|
248
$10.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
220New |
$6.95K - $8.01K
|
220
$9.41K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
137New |
$4.33K - $4.99K
|
137
$5.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$3.22K - $3.71K
|
102
$4.36K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.22% |
$568 - $655
|
8.1K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.09% |
$505 - $582
|
1.49K
$63.5K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
55.7KNew |
$1.86M - $2M
|
55.7K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38.2KNew |
$1.28M - $1.38M
|
38.2K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30K+ 2000.0% |
$1M - $1.08M
|
31.5K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.76KNew |
$325K - $351K
|
9.76K
$417K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.86KNew |
$296K - $319K
|
8.86K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.56KNew |
$219K - $236K
|
6.56K
$280K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
5.7K+ 5.1% |
$190K - $205K
|
118K
$5.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$66.7K - $71.9K
|
2K
$85.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 15.27% |
$34.8K - $37.5K
|
7.88K
$337K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
860New |
$28.7K - $30.9K
|
860
$36.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$16.7K - $18K
|
500
$21.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
466New |
$15.5K - $16.8K
|
466
$19.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
439New |
$14.6K - $15.8K
|
439
$18.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$7.41K - $7.98K
|
222
$9.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39+ 0.45% |
$1.3K - $1.4K
|
8.61K
$369K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.1% |
$867 - $935
|
2.39K
$102K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$467 - $503
|
14
$599
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8+ 0.06% |
$267 - $288
|
13.5K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3New |
$100 - $108
|
3
$128
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
107KNew |
$3.54M - $3.88M
|
107K
$4.56M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
29.6KNew |
$982K - $1.08M
|
29.6K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$363K - $398K
|
10.9K
$468K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
9.04KNew |
$300K - $329K
|
9.04K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.16KNew |
$238K - $261K
|
7.16K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.92K+ 9.23% |
$63.8K - $70K
|
22.7K
$973K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.12K+ 6.82% |
$37.3K - $40.9K
|
17.6K
$753K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544New |
$18.1K - $19.8K
|
544
$23.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
368New |
$12.2K - $13.4K
|
368
$15.7K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
325New |
$10.8K - $11.8K
|
325
$13.9K
|
|