Purchases and Sales Made in Q1 2023 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.67M+ 33.78% |
$90.4M - $102M
|
10.6M
$442M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.12M+ 659.91% |
$71.7M - $81M
|
2.44M
$102M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
964K+ 18.96% |
$32.7M - $36.9M
|
6.05M
$253M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
891K+ 134.61% |
$30.2M - $34.1M
|
1.55M
$65M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
585K+ 243.9% |
$19.8M - $22.4M
|
825K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
557K+ 97.25% |
$18.9M - $21.3M
|
1.13M
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
432K+ 24.93% |
$14.6M - $16.5M
|
2.16M
$90.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
412K+ 98.43% |
$14M - $15.8M
|
831K
$34.8M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
393K+ 90.81% |
$13.3M - $15M
|
826K
$34.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
272K+ 43.17% |
$9.23M - $10.4M
|
903K
$37.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
216K+ 25.46% |
$7.33M - $8.27M
|
1.06M
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213K+ 10.68% |
$7.21M - $8.13M
|
2.2M
$92.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
212K+ 48.66% |
$7.21M - $8.13M
|
649K
$27.2M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
196K+ 15.99% |
$6.66M - $7.52M
|
1.42M
$59.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 2.01% |
$6.48M - $7.31M
|
9.69M
$405M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
178K+ 49.48% |
$6.02M - $6.79M
|
536K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172K+ 14.09% |
$5.84M - $6.59M
|
1.39M
$58.4M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
168KNew |
$5.68M - $6.41M
|
168K
$7.01M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
163K+ 73.08% |
$5.53M - $6.24M
|
386K
$16.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
162K+ 1102.48% |
$5.5M - $6.2M
|
177K
$7.4M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
124KNew |
$4.2M - $4.74M
|
124K
$5.18M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121K+ 50.89% |
$4.09M - $4.61M
|
357K
$15M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
107K+ 169.19% |
$3.64M - $4.11M
|
171K
$7.16M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
105K+ 57.63% |
$3.55M - $4.01M
|
287K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
99.6K+ 70.12% |
$3.38M - $3.81M
|
242K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
89.2KNew |
$3.03M - $3.41M
|
89.2K
$3.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
88.1K+ 252.51% |
$2.99M - $3.37M
|
123K
$5.14M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
85.2K+ 107.75% |
$2.89M - $3.26M
|
164K
$6.87M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
79.8K+ 47.1% |
$2.71M - $3.05M
|
249K
$10.4M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
79.6KNew |
$2.7M - $3.04M
|
79.6K
$3.33M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
74.2K+ 17.01% |
$2.52M - $2.84M
|
510K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74.1K+ 11.52% |
$2.51M - $2.83M
|
717K
$30M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
68.4KNew |
$2.32M - $2.62M
|
68.4K
$2.86M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.1K+ 29.06% |
$2.17M - $2.45M
|
285K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
62.2K+ 26.27% |
$2.11M - $2.38M
|
299K
$12.5M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
60.3K+ 53.1% |
$2.04M - $2.31M
|
174K
$7.27M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.5K+ 172.53% |
$1.81M - $2.05M
|
84.5K
$3.54M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.2K+ 1.54% |
$1.57M - $1.77M
|
3.05M
$128M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.3K+ 21.0% |
$1.5M - $1.69M
|
255K
$10.7M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
43.5K+ 80.04% |
$1.47M - $1.66M
|
97.7K
$4.09M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
42.9K+ 24.3% |
$1.45M - $1.64M
|
219K
$9.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
42.2K+ 62.03% |
$1.43M - $1.61M
|
110K
$4.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
38.1K+ 40.21% |
$1.29M - $1.46M
|
133K
$5.56M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.2K+ 9.81% |
$1.23M - $1.38M
|
405K
$17M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
35.3K+ 40.22% |
$1.2M - $1.35M
|
123K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.8K+ 13.6% |
$1.18M - $1.33M
|
291K
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
33.4K+ 835.91% |
$1.13M - $1.28M
|
37.4K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.8K+ 1.41% |
$976K - $1.1M
|
2.07M
$86.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 11.17% |
$970K - $1.09M
|
285K
$11.9M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
28.5KNew |
$967K - $1.09M
|
28.5K
$1.19M
|