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 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-887
Closed
$31.1K - $33.5K
0 $0
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-915
- 0.39%
$32.1K - $34.5K
232K $9.29M
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-950
- 94.43%
$33.3K - $35.9K
56 $2.24K
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-1K
Closed
$35.1K - $37.8K
0 $0
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-1.05K
Closed
$36.9K - $39.6K
0 $0
Apr 08, 2022 Q1 2022
Beacon Financial Group

SELL
 -
-1.13K
- 0.48%
$39.7K - $42.7K
236K $9.45M
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-1.14K
- 6.61%
$39.9K - $42.9K
16.1K $644K
May 12, 2022 Q1 2022
Antonetti Capital Management LLC

SELL
 -
-1.15K
Closed
$40.2K - $43.2K
0 $0
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-1.26K
- 17.34%
$44.1K - $47.4K
5.99K $240K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1.29K
- 2.29%
$45.3K - $48.7K
55.1K $2.21M
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-1.34K
Closed
$46.9K - $50.4K
0 $0
May 03, 2022 Q1 2022
Harvest Investment Services, LLC

SELL
 -
-1.37K
- 1.34%
$48K - $51.6K
101K $4.05M
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.39K
- 11.3%
$48.8K - $52.4K
10.9K $437K
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-1.4K
- 6.8%
$49.1K - $52.8K
19.2K $768K
May 12, 2022 Q1 2022
Sterling Investment Management, LLC

SELL
 -
-1.47K
- 12.01%
$51.4K - $55.3K
10.7K $430K
Apr 12, 2022 Q1 2022
Rda Financial Network

SELL
 -
-1.47K
- 9.94%
$51.6K - $55.5K
13.3K $534K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.57K
- 7.07%
$55.2K - $59.4K
20.7K $829K
May 13, 2022 Q1 2022
Financial Advisors Network, Inc.

SELL
 -
-1.63K
- 11.13%
$57K - $61.3K
13K $520K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-1.8K
- 20.12%
$63.1K - $67.9K
7.14K $286K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-2.08K
Closed
$73K - $78.5K
0 $0
May 09, 2022 Q1 2022
United Bank

SELL
 -
-2.37K
- 13.47%
$83K - $89.3K
15.2K $609K
May 11, 2022 Q1 2022
Alpha Omega Group, Inc.

SELL
 -
-2.78K
- 24.57%
$97.5K - $105K
8.53K $342K
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-3.3K
- 45.32%
$116K - $124K
3.98K $159K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-3.64K
- 16.86%
$128K - $137K
18K $720K
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-4.21K
- 21.42%
$148K - $159K
15.4K $619K
Apr 19, 2022 Q1 2022
Mjp Associates Inc

SELL
 -
-4.74K
- 35.98%
$166K - $179K
8.43K $338K
May 12, 2022 Q1 2022
Sns Financial Group, LLC

SELL
 -
-5.12K
- 2.35%
$180K - $193K
212K $8.51M
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-5.62K
Closed
$197K - $212K
0 $0
Apr 19, 2022 Q1 2022
Kmg Fiduciary Partners, LLC

SELL
 -
-5.86K
- 9.95%
$206K - $221K
53K $2.13M
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

SELL
 -
-6.31K
Closed
$222K - $238K
0 $0
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-7.02K
- 10.81%
$246K - $265K
57.9K $2.32M
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-7.97K
- 37.41%
$280K - $301K
13.3K $534K
Apr 18, 2022 Q1 2022
Rockland Trust CO

SELL
 -
-8.49K
- 23.33%
$298K - $320K
27.9K $1.12M
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-8.68K
Closed
$305K - $328K
0 $0
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-9.07K
- 44.97%
$318K - $342K
11.1K $445K
Apr 14, 2022 Q1 2022
Forth Right Wealth Management, LLC

SELL
 -
-9.14K
- 97.62%
$321K - $345K
223 $8.94K
May 06, 2022 Q1 2022
Salomon & Ludwin, LLC

SELL
 -
-9.68K
- 4.6%
$340K - $365K
201K $8.05M
May 09, 2022 Q1 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-9.77K
- 37.52%
$343K - $369K
16.3K $652K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-10.1K
- 11.73%
$353K - $380K
75.8K $3.04M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-11.1K
- 50.42%
$388K - $417K
10.9K $436K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-11.6K
- 15.51%
$406K - $437K
63K $2.53M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-12.4K
- 68.27%
$436K - $469K
5.78K $232K
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

SELL
 -
-14.9K
- 7.06%
$522K - $562K
196K $7.84M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-17.6K
- 41.75%
$617K - $664K
24.5K $983K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-19.2K
- 96.48%
$675K - $726K
702 $28.1K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-19.4K
- 21.36%
$680K - $731K
71.4K $2.86M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-19.5K
- 65.28%
$684K - $736K
10.4K $416K
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-19.6K
- 15.61%
$690K - $742K
106K $4.26M
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-24.5K
- 48.72%
$860K - $925K
25.8K $1.03M

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