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
$5.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-223K- 95.23% |
$8.82M - $9.79M
|
11.2K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-109K- 87.35% |
$4.31M - $4.78M
|
15.7K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97.6K- 11.44% |
$3.87M - $4.29M
|
756K
$32.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-83.1K- 91.44% |
$3.29M - $3.65M
|
7.78K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-54K- 72.84% |
$2.14M - $2.37M
|
20.1K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30.3K- 99.9% |
$1.2M - $1.33M
|
30
$1.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.1K- 10.09% |
$916K - $1.02M
|
206K
$8.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.2K- 45.76% |
$877K - $973K
|
26.3K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 1.72% |
$859K - $953K
|
1.24M
$53.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.9K- 1.86% |
$748K - $830K
|
997K
$43.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18.7K- 31.29% |
$742K - $824K
|
41.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-18K- 1.85% |
$713K - $792K
|
957K
$41.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.8K- 77.73% |
$704K - $782K
|
5.1K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-16.1K- 46.41% |
$637K - $708K
|
18.6K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.3K- 12.82% |
$567K - $630K
|
97.5K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 19.41% |
$469K - $521K
|
49.2K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-9.56K- 44.52% |
$379K - $420K
|
11.9K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.5K- 19.21% |
$337K - $374K
|
35.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.57K- 34.86% |
$299K - $332K
|
14.1K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.09K- 15.55% |
$241K - $268K
|
33.1K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 13.32% |
$226K - $251K
|
37.1K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.4K- 6.33% |
$214K - $237K
|
79.8K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 20.32% |
$180K - $199K
|
17.8K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.48K- 7.12% |
$177K - $197K
|
58.4K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.26K- 31.8% |
$169K - $187K
|
9.14K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.9K- 12.4% |
$155K - $172K
|
27.6K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.64K- 7.19% |
$144K - $160K
|
47K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.28K- 2.94% |
$130K - $144K
|
108K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.26K- 1.83% |
$129K - $143K
|
175K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 4.3% |
$126K - $140K
|
71.1K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.13K- 9.39% |
$124K - $138K
|
30.2K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.95K- 16.01% |
$117K - $130K
|
15.5K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.92K- 30.48% |
$116K - $128K
|
6.66K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.88K- 28.47% |
$114K - $126K
|
7.23K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.82K- 3.88% |
$112K - $124K
|
69.8K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.76K- 5.18% |
$109K - $121K
|
50.6K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.68K- 10.81% |
$106K - $118K
|
22.2K
$961K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.46K- 2.05% |
$97.4K - $108K
|
117K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-2.41K- 3.61% |
$95.3K - $106K
|
64.3K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.39K- 16.45% |
$94.4K - $105K
|
12.1K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 89.45% |
$89.6K - $99.5K
|
267
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.19K- 11.35% |
$86.8K - $96.4K
|
17.1K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.95K- 14.95% |
$77.1K - $85.6K
|
11.1K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 4.65% |
$74.2K - $82.4K
|
38.4K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.79K- 2.11% |
$70.8K - $78.6K
|
83.1K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 1.13% |
$69.4K - $77.1K
|
153K
$6.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.67K- 1.82% |
$66.1K - $73.4K
|
90.1K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.45K- 11.51% |
$57.5K - $63.9K
|
11.2K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.39K- 7.7% |
$55K - $61K
|
16.6K
$722K
|