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
Apr 23, 2024 Q1 2024
Sweet Financial Partners, LLC

BUY
 -
5.32K
New
$188K - $205K
5.32K $232K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
1.9K
New
$67.1K - $73.1K
1.9K $82.9K
May 13, 2024 Q1 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.38K
+ 18.29%
$48.7K - $53.1K
8.92K $389K
Apr 19, 2024 Q1 2024
Westside Investment Management, Inc.

BUY
 -
800
+ 160.0%
$28.2K - $30.8K
1.3K $56.7K
May 03, 2024 Q1 2024
Glassman Wealth Services

BUY
 -
525
New
$18.5K - $20.2K
525 $22.9K
Apr 29, 2024 Q1 2024
Field & Main Bank

BUY
 -
517
New
$18.2K - $19.9K
517 $22.6K
Apr 19, 2024 Q1 2024
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
415
+ 7.24%
$14.6K - $16K
6.15K $268K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
179
New
$6.32K - $6.89K
179 $7.81K
May 02, 2024 Q1 2024
Diversified, LLC

BUY
 -
174
+ 0.91%
$6.14K - $6.7K
19.4K $846K
May 14, 2024 Q1 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
101
New
$3.56K - $3.89K
101 $4.41K
May 13, 2024 Q1 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
31
New
$1.09K - $1.19K
31 $1.35K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
19
+ 0.32%
$671 - $731
6.01K $262K
Q4 2023
May 30, 2024 Q4 2023
Motiv8 Investments LLC

Port St. Lucie, FL
BUY
 -
22.8K
New
$720K - $830K
22.8K $995K
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
14.7K
New
$465K - $536K
14.7K $643K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
12.7K
New
$402K - $464K
12.7K $556K
Feb 14, 2024 Q4 2023
Zega Financial, LLC

Palm Beach Gardens, FL
BUY
 -
12.5K
New
$393K - $453K
12.5K $543K
Feb 01, 2024 Q4 2023
Monument Group Wealth Advisors, LLC

Concord, MA
BUY
 -
10.4K
New
$327K - $377K
10.4K $452K
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.87K
New
$217K - $250K
6.87K $300K
Jan 17, 2024 Q4 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
6.03K
New
$190K - $219K
6.03K $263K
Jan 17, 2024 Q4 2023
Sterling Investment Management, LLC

BUY
 -
5.8K
New
$183K - $211K
5.8K $253K
Feb 01, 2024 Q4 2023
Cutter & CO Brokerage, Inc.

BUY
 -
5.76K
New
$182K - $210K
5.76K $251K
Jan 18, 2024 Q4 2023
Everett Harris & CO

BUY
 -
5.69K
New
$180K - $207K
5.69K $248K
Jan 12, 2024 Q4 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
3.52K
+ 4.07%
$111K - $128K
90.1K $3.93M
Feb 16, 2024 Q4 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
2.32K
+ 3.22%
$73.2K - $84.4K
74.2K $3.24M
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
2.2K
New
$69.5K - $80.1K
2.2K $96K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
248
New
$7.83K - $9.03K
248 $10.8K
Jan 08, 2024 Q4 2023
Baldwin Brothers LLC

BUY
 -
220
New
$6.95K - $8.01K
220 $9.6K
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

BUY
 -
137
New
$4.33K - $4.99K
137 $5.98K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
102
New
$3.22K - $3.71K
102 $4.45K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
16
+ 1.09%
$505 - $582
1.49K $64.8K
Q3 2023
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
55.7K
New
$1.86M - $2M
55.7K $2.43M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
30K
+ 2000.0%
$1M - $1.08M
31.5K $1.37M
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
9.76K
New
$325K - $351K
9.76K $426K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
8.86K
New
$296K - $319K
8.86K $387K
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
6.56K
New
$219K - $236K
6.56K $286K
Nov 01, 2023 Q3 2023
Pacific Wealth Management

BUY
 -
5.7K
+ 5.1%
$190K - $205K
118K $5.13M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
2K
New
$66.7K - $71.9K
2K $87.3K
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
1.04K
+ 15.27%
$34.8K - $37.5K
7.88K $344K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
860
New
$28.7K - $30.9K
860 $37.5K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
500
New
$16.7K - $18K
500 $21.8K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
466
New
$15.5K - $16.8K
466 $20.3K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
439
New
$14.6K - $15.8K
439 $19.2K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
222
New
$7.41K - $7.98K
222 $9.69K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
39
+ 0.45%
$1.3K - $1.4K
8.61K $376K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
26
+ 1.1%
$867 - $935
2.39K $104K
Nov 08, 2023 Q3 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
8
+ 0.06%
$267 - $288
13.5K $589K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
3
New
$100 - $108
3 $131
Q2 2023
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
107K
New
$3.54M - $3.88M
107K $4.65M
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
29.6K
New
$982K - $1.08M
29.6K $1.29M

Track Institutional and Insider Activities on FDL

Follow FIRST TR MORNINGSTAR DIVIDEND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FDL shares.

Notify only if

Insider Trading

Get notified when an First Tr Morningstar Dividend insider buys or sells FDL shares.

Notify only if

News

Receive news related to FIRST TR MORNINGSTAR DIVIDEND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FDL