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 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-350
Closed
$11.4K - $12K
0 $0
Nov 12, 2021 Q3 2021
All Square Wealth Management LLC

Albany, NY
SELL
 -
0
Closed
$0 - $0
0 $0
Nov 04, 2021 Q3 2021
Keel Point, LLC

Huntsville, AL
SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Clarity Financial LLC

SELL
 -
-507K
Closed
$16.7M - $17.8M
0 $0
Jul 28, 2021 Q2 2021
Camelot Portfolios, LLC

SELL
 -
-15.2K
Closed
$500K - $535K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-9.79K
Closed
$322K - $344K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-2.92K
Closed
$96K - $103K
0 $0
Dec 01, 2022 Q2 2021
Mufg Americas Holdings Corp

SELL
 -
-268
- 16.54%
$8.81K - $9.42K
1.35K $54.7K
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-218
Closed
$7.16K - $7.66K
0 $0
Q1 2021
May 12, 2021 Q1 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-15.7K
Closed
$458K - $516K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-5.55K
Closed
$162K - $183K
0 $0
May 17, 2021 Q1 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-950
Closed
$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 $14.2K
May 03, 2021 Q1 2021
Costello Asset Management, Inc

SELL
 -
-247
Closed
$7.21K - $8.13K
0 $0
Q4 2020
Jan 29, 2021 Q4 2020
Austin Private Wealth, LLC

SELL
 -
-38K
Closed
$970K - $1.16M
0 $0
Jan 13, 2021 Q4 2020
Arlington Partners LLC

SELL
 -
-2.99K
Closed
$76.2K - $91.2K
0 $0
Feb 16, 2021 Q4 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-1.99K
Closed
$50.6K - $60.6K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-912
Closed
$23.3K - $27.8K
0 $0
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-800
Closed
$20.4K - $24.4K
0 $0
Q3 2020
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
Aug 11, 2020 Q2 2020
Waldron Private Wealth LLC

SELL
 -
-10K
Closed
$213K - $291K
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 13, 2020 Q1 2020
Keybank National Association

SELL
 -
-8.03K
Closed
$154K - $262K
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

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