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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.37KClosed |
$117K - $132K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.28KClosed |
$44.1K - $50K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1KClosed |
$34.6K - $39.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-187KClosed |
$6.57M - $7.07M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.08KClosed |
$73K - $78.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.15KClosed |
$40.2K - $43.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1KClosed |
$35.1K - $37.8K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-950- 94.43% |
$33.3K - $35.9K
|
56
$2.44K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-550Closed |
$19.3K - $20.8K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-532Closed |
$18.7K - $20.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-450Closed |
$15.8K - $17K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85.8KClosed |
$2.82M - $3.05M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-39.6KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.3KClosed |
$240K - $260K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3K- 15.0% |
$98.7K - $107K
|
17K
$742K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 7.59% |
$55.5K - $60K
|
20.5K
$896K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.18KClosed |
$38.9K - $42.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-164Closed |
$5.4K - $5.83K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-79.3KClosed |
$2.59M - $2.73M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.84KClosed |
$223K - $235K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-622Closed |
$20.3K - $21.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-350Closed |
$11.4K - $12K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-507KClosed |
$16.7M - $17.8M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15.2KClosed |
$500K - $535K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.79KClosed |
$322K - $344K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.92KClosed |
$96K - $103K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-268- 16.54% |
$8.81K - $9.42K
|
1.35K
$59K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-218Closed |
$7.16K - $7.66K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$458K - $516K
|
0
$0
|
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8.34KClosed |
$244K - $275K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-950Closed |
$27.7K - $31.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 46.15% |
$8.76K - $9.88K
|
350
$15.3K
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-247Closed |
$7.21K - $8.13K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-38KClosed |
$970K - $1.16M
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-2.99KClosed |
$76.2K - $91.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.99KClosed |
$50.6K - $60.6K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-912Closed |
$23.3K - $27.8K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-800Closed |
$20.4K - $24.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 05, 2020
Q3 2020
|
Centric Wealth Management
|
SELL
|
- |
-34.6KClosed |
$859K - $951K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-12KClosed |
$297K - $329K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Old National Bancorp
|
SELL
|
- |
-10.2KClosed |
$254K - $281K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-8.2KClosed |
$204K - $225K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-646Closed |
$16K - $17.7K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-150Closed |
$3.72K - $4.12K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-115Closed |
$2.85K - $3.16K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Family Legacy, Inc.
|
SELL
|
- |
-75.7KClosed |
$1.61M - $2.2M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-42.2KClosed |
$899K - $1.23M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-42.1KClosed |
$896K - $1.22M
|
0
$0
|
|