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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-568Closed |
$10.9K - $18.6K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-325Closed |
$6.22K - $10.6K
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-315Closed |
$6.03K - $10.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.91KClosed |
$207K - $226K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-540Closed |
$16.2K - $17.6K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-77Closed |
$2.31K - $2.52K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-500Closed |
$14.6K - $15.8K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-125Closed |
$3.64K - $3.95K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24.2KClosed |
$701K - $742K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-7.2KClosed |
$209K - $221K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.94KClosed |
$143K - $151K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.35KClosed |
$68.2K - $72.1K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.61KClosed |
$46.7K - $49.4K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.21KClosed |
$35.2K - $37.2K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-143Closed |
$4.14K - $4.38K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-40.8KClosed |
$1.1M - $1.23M
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.38KClosed |
$118K - $133K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-430Closed |
$11.6K - $13K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-430Closed |
$11.6K - $13K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-353Closed |
$9.54K - $10.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.23KClosed |
$31.9K - $37.1K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-560Closed |
$14.6K - $16.9K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-553Closed |
$14.4K - $16.7K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-200Closed |
$5.2K - $6.04K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.14KClosed |
$89.3K - $94.5K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2KClosed |
$57K - $60.3K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-625Closed |
$17.8K - $18.8K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-580Closed |
$16.5K - $17.5K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-514Closed |
$14.6K - $15.5K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-303Closed |
$8.63K - $9.13K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Gradient Investments LLC
|
SELL
|
- |
-212- 47.75% |
$6.04K - $6.39K
|
232
$9.39K
|
|
| Q2 2018 | |||||||
|
Aug 02, 2018
Q2 2018
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-15.1KClosed |
$418K - $441K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.89KClosed |
$274K - $288K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-9.19KClosed |
$254K - $268K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-3.29KClosed |
$91.1K - $95.9K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-309Closed |
$8.54K - $9K
|
0
$0
|
|
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-223Closed |
$6.17K - $6.5K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-95Closed |
$2.63K - $2.77K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 01, 2018
Q1 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-310KClosed |
$8.5M - $9.65M
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-37.1KClosed |
$1.02M - $1.15M
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-92Closed |
$2.52K - $2.86K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.8KClosed |
$425K - $450K
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Hudock, Inc.
|
SELL
|
- |
-10Closed |
$287 - $304
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.03KClosed |
$262K - $262K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Sciencast Management LP
|
SELL
|
- |
-8.23KClosed |
$238K - $239K
|
0
$0
|
|