Purchases and Sales Made in Q1 2022 in First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR MORNINGSTAR DIVIDEND .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
483
+ 3.37%
$17K - $18.2K
14.8K $593K
May 13, 2022 Q1 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
359
+ 0.82%
$12.6K - $13.6K
44.1K $1.77M
May 06, 2022 Q1 2022
Sargent Investment Group, LLC

BUY
 -
273
+ 0.86%
$9.58K - $10.3K
32.2K $1.29M
May 13, 2022 Q1 2022
Waterfront Wealth Inc.

BUY
 -
270
+ 3.76%
$9.48K - $10.2K
7.46K $299K
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
265
+ 1.9%
$9.3K - $10K
14.2K $570K
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
219
+ 3.17%
$7.69K - $8.27K
7.14K $286K
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
201
+ 2.62%
$7.06K - $7.59K
7.88K $316K
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

BUY
 -
200
New
$7.02K - $7.55K
200 $8.02K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
192
+ 0.16%
$6.74K - $7.25K
119K $4.79M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
152
+ 0.6%
$5.34K - $5.74K
25.6K $1.03M
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
104
New
$3.65K - $3.93K
104 $4.17K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
100
New
$3.51K - $3.78K
100 $4.01K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
70
+ 0.28%
$2.46K - $2.64K
25.1K $1.01M
May 16, 2022 Q1 2022
Saxon Interests, Inc.

BUY
 -
48
+ 0.75%
$1.68K - $1.81K
6.45K $259K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
46
+ 0.75%
$1.61K - $1.74K
6.2K $248K
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
43
+ 9.33%
$1.51K - $1.62K
504 $20.2K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
38
+ 0.49%
$1.33K - $1.43K
7.75K $311K
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

BUY
 -
34
+ 0.14%
$1.19K - $1.28K
24K $961K
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
26
+ 0.28%
$913 - $982
9.25K $371K
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
20
+ 0.19%
$702 - $755
10.3K $412K
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
9
+ 1.17%
$316 - $340
776 $31.1K
May 27, 2022 Q1 2022
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
6
+ 0.06%
$211 - $227
9.43K $378K
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6
+ 0.09%
$211 - $227
6.87K $275K
May 16, 2022 Q1 2022
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
1
+ 0.01%
$35.1 - $37.8
11.8K $474K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
1
+ 0.53%
$35.1 - $37.8
190 $7.62K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1
+ 0.16%
$35.1 - $37.8
619 $24.8K
Apr 25, 2022 Q1 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-1
- 0.1%
$35.1 - $37.8
994 $39.8K
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

SELL
 -
-92
- 1.0%
$3.23K - $3.47K
9.08K $364K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-94
- 0.54%
$3.3K - $3.55K
17.2K $689K
May 10, 2022 Q1 2022
Lebenthal Global Advisors, LLC

SELL
 -
-100
- 1.57%
$3.51K - $3.78K
6.26K $251K
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-195
- 1.67%
$6.84K - $7.36K
11.5K $461K
May 06, 2022 Q1 2022
Weaver Consulting Group

SELL
 -
-200
- 1.47%
$7.02K - $7.55K
13.4K $536K
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

SELL
 -
-201
- 2.55%
$7.06K - $7.59K
7.68K $308K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-205
Closed
$7.2K - $7.74K
0 $0
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-206
- 1.96%
$7.23K - $7.78K
10.3K $414K
Apr 12, 2022 Q1 2022
Old Port Advisors

SELL
 -
-227
- 2.43%
$7.97K - $8.57K
9.11K $365K
Apr 13, 2022 Q1 2022
Investors Research Corp

SELL
 -
-236
- 0.3%
$8.28K - $8.91K
78.9K $3.16M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

SELL
 -
-292
- 1.63%
$10.2K - $11K
17.7K $707K
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-450
Closed
$15.8K - $17K
0 $0
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-455
- 1.37%
$16K - $17.2K
32.8K $1.32M
Jan 02, 2024 Q1 2022
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-532
Closed
$18.7K - $20.1K
0 $0
May 05, 2022 Q1 2022
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-550
Closed
$19.3K - $20.8K
0 $0
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-643
- 3.94%
$22.6K - $24.3K
15.7K $628K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-687
- 10.0%
$24.1K - $25.9K
6.19K $248K
Apr 20, 2022 Q1 2022
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-736
- 1.68%
$25.8K - $27.8K
43.2K $1.73M
May 10, 2022 Q1 2022
Sloy Dahl & Holst, LLC

SELL
 -
-760
- 9.3%
$26.7K - $28.7K
7.41K $297K
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-862
- 1.59%
$30.3K - $32.5K
53.4K $2.14M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-880
- 5.52%
$30.9K - $33.2K
15.1K $604K
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-880
- 5.52%
$30.9K - $33.2K
15.1K $604K

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