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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-770K- 32.9% |
$29M - $32.4M
|
1.57M
$63.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-221K- 78.66% |
$8.31M - $9.28M
|
59.9K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-159K- 96.78% |
$5.98M - $6.68M
|
5.29K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-121K- 50.59% |
$4.55M - $5.08M
|
118K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.7K- 89.96% |
$3.38M - $3.77M
|
10K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87K- 25.27% |
$3.28M - $3.66M
|
257K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79.5K- 66.13% |
$2.99M - $3.34M
|
40.7K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-77.5K- 46.02% |
$2.92M - $3.26M
|
90.9K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72.3K- 34.27% |
$2.72M - $3.04M
|
139K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-66.2K- 6.36% |
$2.49M - $2.79M
|
975K
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$788K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46K- 5.11% |
$1.73M - $1.94M
|
854K
$34.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 2.7% |
$1.32M - $1.48M
|
1.26M
$50.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-34K- 65.32% |
$1.28M - $1.43M
|
18K
$725K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$5.62K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.6K- 36.47% |
$1.19M - $1.33M
|
55K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.2K- 1.75% |
$1.14M - $1.27M
|
1.7M
$68.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 86.88% |
$631K - $705K
|
2.53K
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8K- 30.3% |
$597K - $666K
|
36.4K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15.7K- 66.85% |
$592K - $662K
|
7.8K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 3.0% |
$583K - $651K
|
501K
$20.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 8.1% |
$567K - $634K
|
171K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13.1K- 0.75% |
$493K - $551K
|
1.73M
$69.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.7K- 55.69% |
$479K - $535K
|
10.1K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 10.08% |
$472K - $527K
|
112K
$4.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 16.15% |
$443K - $494K
|
61K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-11.5K- 8.43% |
$432K - $482K
|
124K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 1.01% |
$404K - $451K
|
1.05M
$42.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.6K- 11.02% |
$397K - $444K
|
85.2K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-9.02K- 55.37% |
$340K - $379K
|
7.27K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.93K- 1.04% |
$336K - $376K
|
849K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.92K- 4.88% |
$336K - $375K
|
174K
$6.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.72K- 28.87% |
$328K - $367K
|
21.5K
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.57K- 8.54% |
$323K - $360K
|
91.7K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.56K- 53.96% |
$323K - $360K
|
7.31K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.25K- 38.15% |
$311K - $347K
|
13.4K
$538K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.01K- 8.72% |
$301K - $337K
|
83.8K
$3.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.81K- 9.25% |
$294K - $328K
|
76.6K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.3K- 8.22% |
$275K - $307K
|
81.5K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.13K- 2.26% |
$231K - $258K
|
265K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.03K- 1.38% |
$227K - $254K
|
431K
$17.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.64K- 15.68% |
$212K - $237K
|
30.3K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.61K- 48.39% |
$211K - $236K
|
5.99K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.3K- 11.92% |
$200K - $223K
|
39.2K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 40.76% |
$196K - $219K
|
7.55K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.17K- 48.14% |
$195K - $217K
|
5.57K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.03K- 50.26% |
$189K - $211K
|
4.97K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5K- 4.29% |
$188K - $210K
|
112K
$4.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.23K- 2.84% |
$159K - $178K
|
145K
$5.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.14K- 11.16% |
$156K - $174K
|
33K
$1.33M
|