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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.46K- 24.99% |
$231K - $240K
|
16.4K
$715K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-4K- 4.12% |
$169K - $176K
|
93.2K
$4.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.25K- 5.2% |
$137K - $143K
|
59.2K
$2.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.13K- 0.42% |
$90.2K - $93.6K
|
507K
$22.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 1.01% |
$71.1K - $73.8K
|
165K
$7.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.45K- 5.45% |
$61.5K - $63.8K
|
25.2K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.26K- 2.79% |
$53.3K - $55.3K
|
43.9K
$1.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-887- 4.51% |
$37.5K - $38.9K
|
18.8K
$819K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-603- 0.8% |
$25.5K - $26.5K
|
74.7K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-512- 2.22% |
$21.6K - $22.5K
|
22.6K
$986K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-426- 0.57% |
$18K - $18.7K
|
74.2K
$3.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-193- 2.69% |
$8.16K - $8.47K
|
6.97K
$304K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-172- 2.45% |
$7.27K - $7.55K
|
6.85K
$299K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46- 0.34% |
$1.94K - $2.02K
|
13.6K
$591K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-28- 65.12% |
$1.18K - $1.23K
|
15
$654
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-719K- 73.63% |
$30.2M - $32M
|
257K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-307K- 15.92% |
$12.9M - $13.7M
|
1.62M
$70.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-234K- 11.38% |
$9.82M - $10.4M
|
1.82M
$79.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197K- 45.96% |
$8.25M - $8.76M
|
231K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-163K- 83.06% |
$6.84M - $7.27M
|
33.3K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-81.9K- 21.54% |
$3.44M - $3.65M
|
298K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.5K- 3.04% |
$3.21M - $3.41M
|
2.44M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 2.37% |
$2.36M - $2.51M
|
2.32M
$101M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-56.1K- 52.36% |
$2.36M - $2.5M
|
51.1K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-44.4K- 54.94% |
$1.86M - $1.98M
|
36.5K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-42.6K- 14.61% |
$1.79M - $1.9M
|
249K
$10.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-41.3K- 45.39% |
$1.73M - $1.84M
|
49.7K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-33.2K- 85.05% |
$1.39M - $1.48M
|
5.83K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-30.2K- 26.63% |
$1.27M - $1.35M
|
83.1K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-28K- 42.59% |
$1.17M - $1.25M
|
37.7K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25.3K- 78.63% |
$1.06M - $1.13M
|
6.87K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.9K- 13.2% |
$833K - $885K
|
131K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.8K- 4.75% |
$746K - $793K
|
357K
$15.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11.5K- 6.18% |
$483K - $514K
|
175K
$7.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.4K- 29.51% |
$480K - $510K
|
27.3K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11.3K- 91.55% |
$475K - $504K
|
1.04K
$45.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-11.1K- 18.14% |
$466K - $495K
|
50.1K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-10.2K- 17.84% |
$429K - $456K
|
47.1K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-10K- 1.32% |
$420K - $446K
|
751K
$32.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.35K- 11.06% |
$392K - $417K
|
75.2K
$3.28M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.91K- 20.49% |
$290K - $308K
|
26.8K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.65K- 1.33% |
$279K - $296K
|
494K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-6.61K- 29.36% |
$277K - $295K
|
15.9K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.41K- 6.13% |
$269K - $286K
|
98.2K
$4.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-6.41K- 26.15% |
$269K - $286K
|
18.1K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.19K- 14.4% |
$260K - $276K
|
36.8K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6K- 21.16% |
$252K - $268K
|
22.4K
$975K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.5K- 2.68% |
$231K - $245K
|
200K
$8.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.27K- 5.03% |
$221K - $235K
|
99.6K
$4.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.17K- 80.79% |
$217K - $231K
|
1.23K
$53.6K
|
|