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 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
8.5K+ 1700.0% |
$288K - $325K
|
9K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.31K+ 1015.89% |
$282K - $318K
|
9.13K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.11K+ 96.99% |
$275K - $310K
|
16.5K
$661K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.53KNew |
$255K - $288K
|
7.53K
$302K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.46KNew |
$253K - $285K
|
7.46K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.35KNew |
$249K - $281K
|
7.35K
$295K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.3K+ 13.67% |
$248K - $279K
|
60.7K
$2.43M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
7.09KNew |
$240K - $271K
|
7.09K
$284K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
7.01KNew |
$238K - $268K
|
7.01K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.84KNew |
$232K - $262K
|
6.84K
$274K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.8K+ 22.66% |
$231K - $260K
|
36.8K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
6.67K+ 7.91% |
$226K - $255K
|
91K
$3.65M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.53KNew |
$221K - $250K
|
6.53K
$262K
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
6.53K+ 6.09% |
$221K - $250K
|
114K
$4.55M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.52KNew |
$221K - $249K
|
6.52K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.44K+ 57.98% |
$218K - $247K
|
17.6K
$704K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.43KNew |
$218K - $246K
|
6.43K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.35KNew |
$215K - $243K
|
6.35K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$215K - $242K
|
6.33K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.29K+ 35.16% |
$213K - $241K
|
24.2K
$969K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
6.21KNew |
$210K - $237K
|
6.21K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.94K+ 3.64% |
$202K - $227K
|
169K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.83KNew |
$198K - $223K
|
5.83K
$234K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.65KNew |
$191K - $216K
|
5.65K
$226K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.57K+ 9.09% |
$189K - $213K
|
66.9K
$2.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
5.36K+ 17.04% |
$182K - $205K
|
36.8K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.32K+ 6.87% |
$180K - $203K
|
82.7K
$3.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.25K+ 120.59% |
$178K - $201K
|
9.61K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.02K+ 5.2% |
$170K - $192K
|
102K
$4.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.01K+ 3.64% |
$170K - $192K
|
143K
$5.71M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.66K+ 22.53% |
$158K - $178K
|
25.3K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.66K+ 73.28% |
$158K - $178K
|
11K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.64K+ 16.69% |
$157K - $178K
|
32.5K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.49K+ 54.21% |
$152K - $172K
|
12.8K
$512K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.11K+ 32.13% |
$140K - $157K
|
16.9K
$678K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.01K+ 11.35% |
$136K - $153K
|
39.3K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 31.6% |
$134K - $151K
|
16.4K
$658K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.84KNew |
$130K - $147K
|
3.84K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.81K+ 20.37% |
$129K - $146K
|
22.5K
$903K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.78K+ 57.18% |
$128K - $144K
|
10.4K
$416K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.76K+ 17.04% |
$128K - $144K
|
25.8K
$1.04M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.66K+ 12.66% |
$124K - $140K
|
32.6K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.5K+ 33.29% |
$119K - $134K
|
14K
$561K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3.45K+ 18.18% |
$117K - $132K
|
22.4K
$898K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.88K+ 12.54% |
$97.6K - $110K
|
25.8K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.61K+ 12.16% |
$88.6K - $100K
|
24.1K
$966K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
2.39K+ 10.51% |
$81.2K - $91.6K
|
25.2K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.37K+ 2.66% |
$80.2K - $90.5K
|
91.3K
$3.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.36K+ 33.87% |
$80.2K - $90.4K
|
9.34K
$375K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.13K+ 23.71% |
$72.2K - $81.5K
|
11.1K
$445K
|