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 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-53.8K- 15.76% |
$1.7M - $1.96M
|
288K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.05K- 30.95% |
$160K - $184K
|
11.3K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.68K- 20.5% |
$53K - $61.1K
|
6.51K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 15.04% |
$31.6K - $36.4K
|
5.65K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-452- 7.02% |
$14.3K - $16.5K
|
5.99K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-410- 1.59% |
$12.9K - $14.9K
|
25.4K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-320- 2.84% |
$10.1K - $11.6K
|
11K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-74- 0.78% |
$2.34K - $2.69K
|
9.37K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 36.65% |
$1.86K - $2.15K
|
102
$4.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-21- 0.1% |
$663 - $764
|
20.5K
$876K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-196K- 56.7% |
$6.52M - $7.03M
|
149K
$6.39M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.3K- 51.99% |
$1.08M - $1.16M
|
29.8K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13.4K- 66.07% |
$448K - $483K
|
6.9K
$295K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8K- 4.27% |
$267K - $288K
|
179K
$7.68M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.95K- 38.99% |
$132K - $142K
|
6.19K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 63.69% |
$70.1K - $75.5K
|
1.2K
$51.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 8.57% |
$69.2K - $74.5K
|
22.1K
$946K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-747- 5.59% |
$24.9K - $26.9K
|
12.6K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-689- 9.66% |
$23K - $24.8K
|
6.44K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-212- 20.95% |
$7.07K - $7.62K
|
800
$34.2K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-145- 2.04% |
$4.84K - $5.21K
|
6.95K
$297K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-61- 0.81% |
$2.03K - $2.19K
|
7.45K
$319K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.4% |
$66.7 - $71.9
|
498
$21.3K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-76.4K- 44.67% |
$2.54M - $2.78M
|
94.6K
$4.05M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-16.7K- 71.41% |
$555K - $608K
|
6.69K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.9K- 57.72% |
$462K - $506K
|
10.2K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.81K- 99.15% |
$259K - $284K
|
67
$2.87K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.28K- 16.89% |
$109K - $119K
|
16.2K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.24K- 23.09% |
$107K - $118K
|
10.8K
$461K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.07K- 17.76% |
$68.5K - $75.1K
|
9.56K
$409K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.33K- 2.97% |
$44K - $48.2K
|
43.4K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-998- 25.99% |
$33.1K - $36.3K
|
2.84K
$122K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-814- 99.88% |
$27K - $29.6K
|
1
$42.8
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-783- 14.56% |
$26K - $28.5K
|
4.6K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-699- 0.88% |
$23.2K - $25.4K
|
78.9K
$3.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$33.2 - $36.4
|
8.84K
$378K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-157K- 99.75% |
$5.31M - $5.99M
|
390
$16.7K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-40.4K- 8.22% |
$1.37M - $1.55M
|
451K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.2K- 11.2% |
$143K - $161K
|
33.3K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.5K- 60.0% |
$50.9K - $57.4K
|
1K
$42.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-897- 8.62% |
$30.4K - $34.3K
|
9.5K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 99.8% |
$17K - $19.1K
|
1
$42.8
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-400- 6.2% |
$13.6K - $15.3K
|
6.06K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 1.04% |
$2.37K - $2.68K
|
6.68K
$286K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.4M- 97.26% |
$79.3M - $91.3M
|
67.5K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.2K- 26.13% |
$337K - $388K
|
28.8K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 25.21% |
$89.5K - $103K
|
8.03K
$344K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2K- 3.0% |
$66.1K - $76.1K
|
64.6K
$2.76M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-300Closed |
$9.92K - $11.4K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-69- 6.93% |
$2.28K - $2.63K
|
926
$39.6K
|
|