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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.33% |
$712 - $803
|
6.46K
$260K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 0.97% |
$237 - $268
|
725
$29.1K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.04% |
$203 - $230
|
13.5K
$542K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.09% |
$203 - $230
|
7K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.07% |
$203 - $230
|
8.39K
$337K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.8% |
$102 - $115
|
377
$15.1K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$33.9 - $38.3
|
10.6K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.01% |
$67.8 - $76.5
|
24.3K
$975K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2- 0.01% |
$67.8 - $76.5
|
14.5K
$581K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-10- 0.13% |
$339 - $383
|
7.99K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.04% |
$543 - $612
|
45.1K
$1.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-29- 0.54% |
$983 - $1.11K
|
5.38K
$216K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-42- 0.03% |
$1.42K - $1.61K
|
167K
$6.69M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-61- 0.46% |
$2.07K - $2.33K
|
13.3K
$535K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 1.04% |
$2.37K - $2.68K
|
6.68K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-80- 0.21% |
$2.71K - $3.06K
|
37.5K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-83- 1.33% |
$2.81K - $3.18K
|
6.18K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-98- 1.55% |
$3.32K - $3.75K
|
6.22K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-117- 0.15% |
$3.97K - $4.48K
|
75.5K
$3.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-120- 1.72% |
$4.07K - $4.59K
|
6.84K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-127- 0.48% |
$4.31K - $4.86K
|
26.6K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-246- 2.35% |
$8.34K - $9.41K
|
10.2K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 0.95% |
$8.48K - $9.57K
|
25.9K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-378- 0.7% |
$12.8K - $14.5K
|
53.7K
$2.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-383- 3.72% |
$13K - $14.7K
|
9.9K
$398K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-400- 6.2% |
$13.6K - $15.3K
|
6.06K
$243K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-401- 3.0% |
$13.6K - $15.3K
|
13K
$521K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-437- 3.28% |
$14.8K - $16.7K
|
12.9K
$517K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 99.8% |
$17K - $19.1K
|
1
$40.2
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-572- 4.93% |
$19.4K - $21.9K
|
11K
$443K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-588- 4.81% |
$19.9K - $22.5K
|
11.6K
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-687- 1.23% |
$23.3K - $26.3K
|
55.4K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-750- 5.67% |
$25.4K - $28.7K
|
12.5K
$501K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-818- 0.42% |
$27.7K - $31.3K
|
195K
$7.84M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-855- 3.03% |
$29K - $32.7K
|
27.3K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-897- 8.62% |
$30.4K - $34.3K
|
9.5K
$382K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 7.66% |
$33.9K - $38.3K
|
12.1K
$484K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.06K- 56.44% |
$35.8K - $40.4K
|
815
$32.7K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.08K- 7.08% |
$36.6K - $41.3K
|
14.2K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.38K- 4.5% |
$46.8K - $52.8K
|
29.3K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.5K- 60.0% |
$50.9K - $57.4K
|
1K
$40.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 9.65% |
$52.3K - $59K
|
14.4K
$580K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.58K- 10.7% |
$53.7K - $60.6K
|
13.2K
$531K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.61K- 40.07% |
$54.7K - $61.7K
|
2.41K
$96.8K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.65K- 0.55% |
$55.8K - $63K
|
298K
$12M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.76K- 1.25% |
$59.8K - $67.5K
|
140K
$5.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 3.14% |
$64K - $72.2K
|
58.3K
$2.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.92K- 6.73% |
$65K - $73.4K
|
26.6K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2K- 0.92% |
$67.7K - $76.4K
|
215K
$8.65M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.01K- 3.01% |
$68.2K - $76.9K
|
64.7K
$2.6M
|