Latest Institutional Sells of First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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 05, 2020 Q3 2020
Centric Wealth Management

SELL
 -
-34.6K
Closed
$859K - $951K
0 $0
Oct 28, 2020 Q3 2020
Xr Securities LLC

SELL
 -
-12K
Closed
$297K - $329K
0 $0
Oct 29, 2020 Q3 2020
Old National Bancorp

SELL
 -
-10.2K
Closed
$254K - $281K
0 $0
Nov 02, 2020 Q3 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-8.2K
Closed
$204K - $225K
0 $0
Nov 12, 2020 Q3 2020
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-646
Closed
$16K - $17.7K
0 $0
Nov 10, 2020 Q3 2020
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-150
Closed
$3.72K - $4.12K
0 $0
Oct 21, 2020 Q3 2020
Cedar Mountain Advisors, LLC

SELL
 -
-115
Closed
$2.85K - $3.16K
0 $0
Q2 2020
Jul 20, 2020 Q2 2020
Family Legacy, Inc.

SELL
 -
-75.7K
Closed
$1.61M - $2.2M
0 $0
Jul 29, 2020 Q2 2020
Slate Stone Wealth, LLC

SELL
 -
-42.2K
Closed
$899K - $1.23M
0 $0
Jul 20, 2020 Q2 2020
American Institute For Advanced Investment Management, LLP

SELL
 -
-42.1K
Closed
$896K - $1.22M
0 $0
Jul 27, 2020 Q2 2020
Capital Square, LLC

SELL
 -
-3.35K
Closed
$71.4K - $97.4K
0 $0
Jul 10, 2020 Q2 2020
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-822
Closed
$17.5K - $23.9K
0 $0
Jul 27, 2020 Q2 2020
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-68
Closed
$1.45K - $1.98K
0 $0
Q1 2020
Apr 17, 2020 Q1 2020
Wealth Advisors, Inc.

SELL
 -
-80.8K
Closed
$1.55M - $2.64M
0 $0
May 15, 2020 Q1 2020
Brown Advisory Inc

SELL
 -
-34.5K
Closed
$660K - $1.13M
0 $0
May 14, 2020 Q1 2020
Inscription Capital, LLC

Houston, TX
SELL
 -
-31.2K
Closed
$598K - $1.02M
0 $0
Apr 29, 2020 Q1 2020
Northwest Wealth Management, LLC

SELL
 -
-24.6K
Closed
$471K - $803K
0 $0
Apr 15, 2020 Q1 2020
Rvw Wealth, LLC

SELL
 -
-20.1K
Closed
$385K - $658K
0 $0
Apr 21, 2020 Q1 2020
Peterson Wealth Advisors, LLC

SELL
 -
-10.8K
Closed
$206K - $352K
0 $0
May 15, 2020 Q1 2020
Choreo, LLC

Minneapolis, MN
SELL
 -
-9.76K
Closed
$187K - $319K
0 $0
Apr 10, 2020 Q1 2020
Cypress Wealth Services, LLC

SELL
 -
-8.77K
Closed
$168K - $287K
0 $0
May 07, 2020 Q1 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-8.24K
Closed
$158K - $269K
0 $0
May 06, 2020 Q1 2020
Foster Dykema Cabot & CO Inc

SELL
 -
-8.01K
Closed
$153K - $262K
0 $0
May 15, 2020 Q1 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-7.2K
Closed
$138K - $235K
0 $0
Apr 24, 2020 Q1 2020
Tfg Advisers LLC

SELL
 -
-3.89K
Closed
$74.5K - $127K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.32K
Closed
$25.3K - $43.2K
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-1.17K
Closed
$22.4K - $38.3K
0 $0
Apr 20, 2020 Q1 2020
Engrave Wealth Partners LLC

SELL
 -
-911
Closed
$17.4K - $29.8K
0 $0
May 01, 2020 Q1 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-568
Closed
$10.9K - $18.6K
0 $0
May 11, 2020 Q1 2020
First Interstate Bank

Billings, MT
SELL
 -
-325
Closed
$6.22K - $10.6K
0 $0
May 27, 2020 Q1 2020
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-315
Closed
$6.03K - $10.3K
0 $0
Q4 2019
Feb 13, 2020 Q4 2019
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-6.91K
Closed
$207K - $226K
0 $0
Feb 05, 2020 Q4 2019
Horan Securities, Inc.

SELL
 -
-540
Closed
$16.2K - $17.6K
0 $0
Jan 31, 2020 Q4 2019
Mcmillion Capital Management Inc

SELL
 -
-77
Closed
$2.31K - $2.52K
0 $0
Q3 2019
Oct 09, 2019 Q3 2019
Seven Bridge Financial Group, LLC

SELL
 -
-500
Closed
$14.6K - $15.8K
0 $0
Nov 01, 2019 Q3 2019
Parallel Advisors, LLC

SELL
 -
-125
Closed
$3.64K - $3.95K
0 $0
Q2 2019
Jul 24, 2019 Q2 2019
Lindbrook Capital, LLC

SELL
 -
-24.2K
Closed
$701K - $742K
0 $0
Jul 19, 2019 Q2 2019
Pioneer Trust Bank N A

Salem, OR
SELL
 -
-7.2K
Closed
$209K - $221K
0 $0
Jul 19, 2019 Q2 2019
Genesee Capital Advisors, LLC

SELL
 -
-4.94K
Closed
$143K - $151K
0 $0
Aug 13, 2019 Q2 2019
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-2.35K
Closed
$68.2K - $72.1K
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-1.61K
Closed
$46.7K - $49.4K
0 $0
Jul 24, 2019 Q2 2019
Clarus Wealth Advisors

SELL
 -
-1.21K
Closed
$35.2K - $37.2K
0 $0
Aug 14, 2019 Q2 2019
Brinker Capital Investments, LLC

SELL
 -
-143
Closed
$4.14K - $4.38K
0 $0
Q1 2019
May 03, 2019 Q1 2019
Canal Capital Management, LLC

SELL
 -
-40.8K
Closed
$1.1M - $1.23M
0 $0
Apr 25, 2019 Q1 2019
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-4.38K
Closed
$118K - $133K
0 $0
May 15, 2019 Q1 2019
Claybrook Capital, LLC

SELL
 -
-430
Closed
$11.6K - $13K
0 $0
May 09, 2019 Q1 2019
Well Done, LLC

SELL
 -
-430
Closed
$11.6K - $13K
0 $0
May 15, 2019 Q1 2019
Heritage Trust CO

Oklahoma City, OK
SELL
 -
-353
Closed
$9.54K - $10.7K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Avantax Planning Partners, Inc.

SELL
 -
-1.23K
Closed
$31.9K - $37.1K
0 $0

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