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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.04K- 0.54% |
$211K - $225K
|
932K
$40.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.8K- 4.17% |
$201K - $214K
|
110K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.42K- 15.71% |
$186K - $197K
|
23.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.16K- 2.29% |
$175K - $186K
|
177K
$7.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 4.18% |
$167K - $178K
|
91.5K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.84K- 4.86% |
$161K - $171K
|
75.1K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 30.39% |
$160K - $170K
|
8.75K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.59K- 7.64% |
$151K - $160K
|
43.4K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.5K- 13.02% |
$147K - $156K
|
23.4K
$1.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.46K- 1.87% |
$145K - $154K
|
181K
$7.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.28K- 30.77% |
$137K - $146K
|
7.37K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.11K- 8.43% |
$131K - $139K
|
33.8K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.1K- 2.47% |
$130K - $138K
|
122K
$5.34M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.98K- 22.44% |
$125K - $133K
|
10.3K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.87K- 6.28% |
$120K - $128K
|
42.8K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.69K- 3.45% |
$113K - $120K
|
75.4K
$3.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.57K- 3.02% |
$108K - $115K
|
82.6K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-2.52K- 17.9% |
$106K - $112K
|
11.6K
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.47K- 2.48% |
$104K - $110K
|
97K
$4.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.32K- 7.64% |
$97.5K - $104K
|
28.1K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2.29K- 3.41% |
$96K - $102K
|
64.7K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 3.61% |
$95.9K - $102K
|
61K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.04K- 1.71% |
$85.5K - $90.8K
|
117K
$5.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 0.95% |
$79.7K - $84.7K
|
197K
$8.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.89K- 5.29% |
$79.3K - $84.3K
|
33.9K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 13.75% |
$72.7K - $77.2K
|
10.9K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.64K- 16.54% |
$68.9K - $73.2K
|
8.29K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.64K- 15.06% |
$68.7K - $73K
|
9.24K
$403K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.6K- 7.49% |
$67.1K - $71.3K
|
19.8K
$862K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.55K- 0.09% |
$65.2K - $69.3K
|
1.78M
$77.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 8.63% |
$63.6K - $67.6K
|
16K
$700K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 5.05% |
$63.2K - $67.2K
|
28.4K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.44K- 3.7% |
$60.5K - $64.3K
|
37.6K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.4K- 0.88% |
$58.7K - $62.4K
|
157K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.23K- 18.19% |
$51.6K - $54.8K
|
5.53K
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.22K- 10.65% |
$51.1K - $54.3K
|
10.2K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.21K- 1.87% |
$50.9K - $54.1K
|
63.7K
$2.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 2.25% |
$45.7K - $48.5K
|
47.3K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-1.03K- 8.47% |
$43.4K - $46.1K
|
11.2K
$488K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-999- 6.99% |
$41.9K - $44.5K
|
13.3K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-943- 3.52% |
$39.6K - $42K
|
25.9K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-915- 35.74% |
$38.4K - $40.8K
|
1.65K
$71.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-892- 16.06% |
$37.4K - $39.8K
|
4.66K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-840- 4.58% |
$35.2K - $37.5K
|
17.5K
$764K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-818- 0.31% |
$34.3K - $36.5K
|
261K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-805- 1.68% |
$33.8K - $35.9K
|
47.2K
$2.06M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-780- 0.34% |
$32.7K - $34.8K
|
229K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-683- 6.85% |
$28.7K - $30.5K
|
9.29K
$405K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-653- 4.29% |
$27.4K - $29.1K
|
14.6K
$635K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-589- 40.56% |
$24.7K - $26.3K
|
863
$37.7K
|
|