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 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-565- 2.08% |
$23.7K - $25.2K
|
26.6K
$1.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-551- 0.32% |
$23.1K - $24.6K
|
173K
$7.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-529- 8.29% |
$22.2K - $23.6K
|
5.85K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-469- 4.3% |
$19.7K - $20.9K
|
10.5K
$456K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 7.98% |
$19.4K - $20.6K
|
5.34K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-402- 0.55% |
$16.9K - $17.9K
|
72.6K
$3.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-363- 0.66% |
$15.2K - $16.2K
|
54.3K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-320- 2.05% |
$13.4K - $14.3K
|
15.3K
$667K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-252- 85.42% |
$10.6K - $11.2K
|
43
$1.88K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-249- 2.47% |
$10.4K - $11.1K
|
9.85K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-244- 3.68% |
$10.2K - $10.9K
|
6.38K
$278K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-213- 0.7% |
$8.94K - $9.5K
|
30.3K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-177- 1.58% |
$7.43K - $7.89K
|
11K
$480K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-149- 2.0% |
$6.25K - $6.64K
|
7.3K
$319K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-147- 1.07% |
$6.17K - $6.55K
|
13.6K
$593K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-143- 0.9% |
$6K - $6.38K
|
15.7K
$685K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 1.66% |
$5.87K - $6.24K
|
8.32K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-125- 1.47% |
$5.25K - $5.57K
|
8.4K
$366K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-117- 33.43% |
$4.91K - $5.22K
|
233
$10.2K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
SELL
|
- |
-109- 1.4% |
$4.57K - $4.86K
|
7.67K
$334K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-109- 0.41% |
$4.57K - $4.86K
|
26.4K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-100- 0.39% |
$4.2K - $4.46K
|
25.6K
$1.12M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 0.19% |
$3.57K - $3.79K
|
44K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-69- 1.29% |
$2.9K - $3.08K
|
5.28K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-52- 0.67% |
$2.18K - $2.32K
|
7.68K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-37- 0.13% |
$1.55K - $1.65K
|
28.7K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-35- 0.71% |
$1.47K - $1.56K
|
4.89K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-34- 0.08% |
$1.43K - $1.52K
|
40.4K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23- 0.14% |
$965 - $1.03K
|
16.1K
$704K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-18- 0.07% |
$755 - $803
|
25.7K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7- 0.59% |
$294 - $312
|
1.18K
$51.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$42 - $44.6
|
1.95K
$84.9K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-103K- 68.24% |
$3.92M - $4.44M
|
47.8K
$2.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-87.3K- 31.98% |
$3.33M - $3.77M
|
186K
$8.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54K- 30.1% |
$2.06M - $2.33M
|
125K
$5.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.6K- 18.17% |
$1.36M - $1.54M
|
160K
$7M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-25.5K- 46.34% |
$972K - $1.1M
|
29.5K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.3K- 67.66% |
$546K - $617K
|
6.83K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.2K- 47.99% |
$351K - $397K
|
9.97K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7K- 27.86% |
$267K - $302K
|
18.1K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.16K- 30.16% |
$82.5K - $93.2K
|
5K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.05K- 16.97% |
$40.1K - $45.4K
|
5.14K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-855- 10.71% |
$32.7K - $36.9K
|
7.13K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600- 60.0% |
$22.9K - $25.9K
|
400
$17.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-563- 24.19% |
$21.5K - $24.3K
|
1.76K
$77K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-375- 78.45% |
$14.3K - $16.2K
|
103
$4.49K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-280- 2.73% |
$10.7K - $12.1K
|
9.99K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-150- 26.93% |
$5.73K - $6.48K
|
407
$17.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-141- 1.77% |
$5.38K - $6.09K
|
7.83K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-120- 2.23% |
$4.58K - $5.18K
|
5.27K
$230K
|
|