Latest Institutional Sells of First Tr Morningstar Dividend (FDL)
This list provides information on the latest institutional transactions involving First Tr Morningstar Dividend (FDL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.33M- 97.71% |
$211M - $234M
|
125K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30.3K- 99.9% |
$1.2M - $1.33M
|
30
$1.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 19.41% |
$469K - $521K
|
49.2K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.09K- 15.55% |
$241K - $268K
|
33.1K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.64K- 7.19% |
$144K - $160K
|
47K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.28K- 2.94% |
$130K - $144K
|
108K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.26K- 1.83% |
$129K - $143K
|
175K
$7.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.68K- 10.81% |
$106K - $118K
|
22.2K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.46K- 2.05% |
$97.4K - $108K
|
117K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.39K- 16.45% |
$94.4K - $105K
|
12.1K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.95K- 14.95% |
$77.1K - $85.6K
|
11.1K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.79K- 2.11% |
$70.8K - $78.6K
|
83.1K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.55% |
$49.7K - $55.2K
|
79.7K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 32.14% |
$45.5K - $50.5K
|
2.43K
$99.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 1.56% |
$44.5K - $49.4K
|
70.7K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-806- 7.34% |
$31.9K - $35.4K
|
10.2K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-798- 1.38% |
$31.6K - $35.1K
|
56.9K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-551- 4.1% |
$21.8K - $24.2K
|
12.9K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-405- 6.12% |
$16K - $17.8K
|
6.21K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-250- 3.03% |
$9.9K - $11K
|
7.99K
$326K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-225- 3.35% |
$8.91K - $9.89K
|
6.49K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-185- 1.0% |
$7.32K - $8.13K
|
18.4K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-146- 1.87% |
$5.78K - $6.42K
|
7.65K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-91- 1.38% |
$3.6K - $4K
|
6.51K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-87- 8.0% |
$3.44K - $3.82K
|
1K
$40.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-70- 0.61% |
$2.77K - $3.08K
|
11.5K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-54- 1.05% |
$2.14K - $2.37K
|
5.07K
$207K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-770K- 32.9% |
$29M - $32.4M
|
1.57M
$64.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-221K- 78.66% |
$8.31M - $9.28M
|
59.9K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-159K- 96.78% |
$5.98M - $6.68M
|
5.29K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-121K- 50.59% |
$4.55M - $5.08M
|
118K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.7K- 89.96% |
$3.38M - $3.77M
|
10K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87K- 25.27% |
$3.28M - $3.66M
|
257K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79.5K- 66.13% |
$2.99M - $3.34M
|
40.7K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-77.5K- 46.02% |
$2.92M - $3.26M
|
90.9K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72.3K- 34.27% |
$2.72M - $3.04M
|
139K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-66.2K- 6.36% |
$2.49M - $2.79M
|
975K
$39.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$801K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46K- 5.11% |
$1.73M - $1.94M
|
854K
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 2.7% |
$1.32M - $1.48M
|
1.26M
$51.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-34K- 65.32% |
$1.28M - $1.43M
|
18K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$5.72K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.6K- 36.47% |
$1.19M - $1.33M
|
55K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.2K- 1.75% |
$1.14M - $1.27M
|
1.7M
$69.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 86.88% |
$631K - $705K
|
2.53K
$103K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8K- 30.3% |
$597K - $666K
|
36.4K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 3.0% |
$583K - $651K
|
501K
$20.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 8.1% |
$567K - $634K
|
171K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13.1K- 0.75% |
$493K - $551K
|
1.73M
$70.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.7K- 55.69% |
$479K - $535K
|
10.1K
$414K
|
|