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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.45% |
$1.16K - $1.27K
|
7.88K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$797 - $873
|
24
$1.03K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9KNew |
$607K - $684K
|
17.9K
$765K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
14.6K+ 5.02% |
$496K - $560K
|
306K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$549K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$339K - $383K
|
10K
$428K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.46KNew |
$253K - $285K
|
7.46K
$319K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
7.01KNew |
$238K - $268K
|
7.01K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.84KNew |
$232K - $262K
|
6.84K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
6.21KNew |
$210K - $237K
|
6.21K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.01K+ 3.64% |
$170K - $192K
|
143K
$6.1M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.2K+ 20.77% |
$40.8K - $46K
|
7K
$299K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 14.56% |
$32.2K - $36.3K
|
7.48K
$320K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
806+ 14.59% |
$27.3K - $30.8K
|
6.33K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
592+ 0.69% |
$20.1K - $22.6K
|
87K
$3.72M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
535New |
$18.1K - $20.5K
|
535
$22.9K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$12K - $13.6K
|
355
$15.2K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
275+ 1.79% |
$9.33K - $10.5K
|
15.7K
$671K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
270+ 3.64% |
$9.16K - $10.3K
|
7.68K
$329K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
185+ 3.09% |
$6.27K - $7.08K
|
6.17K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.33% |
$712 - $803
|
6.46K
$277K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
239KNew |
$7.9M - $9.09M
|
239K
$10.2M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
75.3KNew |
$2.49M - $2.87M
|
75.3K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
51KNew |
$1.69M - $1.94M
|
51K
$2.18M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
49.3K+ 750.89% |
$1.63M - $1.88M
|
55.9K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
24.1KNew |
$797K - $917K
|
24.1K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
15.4KNew |
$511K - $588K
|
15.4K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$415K - $478K
|
12.6K
$537K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
11.1K+ 28.84% |
$369K - $424K
|
49.8K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.7KNew |
$321K - $369K
|
9.7K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$198K - $228K
|
6K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.53KNew |
$183K - $210K
|
5.53K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.53KNew |
$150K - $173K
|
4.53K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.64K+ 43.58% |
$120K - $138K
|
12K
$513K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.18KNew |
$105K - $121K
|
3.18K
$136K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.04KNew |
$67.3K - $77.5K
|
2.04K
$87.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.1KNew |
$36.4K - $41.9K
|
1.1K
$47.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
972New |
$32.1K - $37K
|
972
$41.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
727+ 100.0% |
$24K - $27.7K
|
1.45K
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
500New |
$16.5K - $19K
|
500
$21.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
350New |
$11.6K - $13.3K
|
350
$15K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
260New |
$8.6K - $9.9K
|
260
$11.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$8.27K - $9.52K
|
250
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
167New |
$5.52K - $6.36K
|
167
$7.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
120+ 1.31% |
$3.97K - $4.57K
|
9.28K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100New |
$3.31K - $3.81K
|
100
$4.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56New |
$1.85K - $2.13K
|
56
$2.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
51New |
$1.69K - $1.94K
|
51
$2.18K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24New |
$794 - $914
|
24
$1.03K
|
|