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
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.13K+ 23.71% |
$72.2K - $81.5K
|
11.1K
$465K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.12K+ 1.73% |
$71.7K - $80.9K
|
124K
$5.19M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 7.6% |
$71.6K - $80.7K
|
29.9K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.78K+ 2.36% |
$60.3K - $68K
|
77.2K
$3.23M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 25.54% |
$59.7K - $67.4K
|
8.66K
$362K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.65K+ 5.61% |
$56.1K - $63.2K
|
31.1K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.59K+ 11.04% |
$53.8K - $60.7K
|
16K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1.5K+ 0.97% |
$50.9K - $57.4K
|
157K
$6.55M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.48K+ 13.42% |
$50.1K - $56.5K
|
12.5K
$522K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.26K+ 6.87% |
$42.7K - $48.2K
|
19.6K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.2K+ 20.77% |
$40.8K - $46K
|
7K
$293K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1.17K+ 14.78% |
$39.6K - $44.7K
|
9.07K
$380K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.16K+ 2.36% |
$39.3K - $44.3K
|
50.4K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 0.77% |
$36.3K - $41K
|
140K
$5.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 14.56% |
$32.2K - $36.3K
|
7.48K
$313K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
875+ 3.29% |
$29.7K - $33.5K
|
27.5K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
806+ 14.59% |
$27.3K - $30.8K
|
6.33K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
803+ 11.55% |
$27.2K - $30.7K
|
7.76K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
749+ 1.61% |
$25.4K - $28.7K
|
47.4K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
748+ 12.26% |
$25.4K - $28.6K
|
6.85K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
736+ 28.74% |
$25K - $28.2K
|
3.3K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
725+ 541.04% |
$24.6K - $27.7K
|
859
$35.9K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
634+ 21.91% |
$21.5K - $24.3K
|
3.53K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
592+ 0.69% |
$20.1K - $22.6K
|
87K
$3.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
590+ 1.3% |
$20K - $22.6K
|
45.8K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
550+ 8.66% |
$18.7K - $21K
|
6.9K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
535New |
$18.1K - $20.5K
|
535
$22.4K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
386+ 7.01% |
$13.1K - $14.8K
|
5.89K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
376+ 27.63% |
$12.8K - $14.4K
|
1.74K
$72.7K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$12K - $13.6K
|
355
$14.9K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
306New |
$10.4K - $11.7K
|
306
$12.8K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
304+ 2.15% |
$10.3K - $11.6K
|
14.5K
$606K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
288New |
$9.77K - $11K
|
288
$12.1K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
275+ 1.79% |
$9.33K - $10.5K
|
15.7K
$656K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
270+ 3.64% |
$9.16K - $10.3K
|
7.68K
$321K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
226+ 2.58% |
$7.66K - $8.65K
|
9K
$376K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
218+ 1.7% |
$7.39K - $8.34K
|
13K
$545K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
212+ 0.05% |
$7.19K - $8.11K
|
398K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$6.78K - $7.65K
|
200
$8.37K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
185+ 3.09% |
$6.27K - $7.08K
|
6.17K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
154+ 0.86% |
$5.22K - $5.89K
|
18.1K
$756K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
147+ 0.61% |
$4.98K - $5.62K
|
24.2K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106+ 108.16% |
$3.59K - $4.06K
|
204
$8.54K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
104+ 0.45% |
$3.53K - $3.98K
|
23.3K
$976K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
90+ 0.99% |
$3.05K - $3.44K
|
9.16K
$383K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67New |
$2.27K - $2.56K
|
67
$2.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 0.88% |
$1.9K - $2.14K
|
6.44K
$269K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
47+ 0.59% |
$1.59K - $1.8K
|
7.95K
$333K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.37% |
$814 - $918
|
6.57K
$275K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 0.91% |
$712 - $803
|
2.33K
$97.7K
|