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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.08K- 3.09% |
$70.6K - $79.7K
|
65.4K
$2.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 1.57% |
$70.9K - $80K
|
131K
$5.25M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.25K- 1.13% |
$76.1K - $85.9K
|
197K
$7.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.52K- 22.16% |
$85.3K - $96.3K
|
8.84K
$354K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.18K- 2.95% |
$108K - $122K
|
105K
$4.19M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.23K- 14.41% |
$109K - $123K
|
19.2K
$768K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.48K- 1.63% |
$118K - $133K
|
210K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.79K- 5.29% |
$129K - $145K
|
67.9K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.15K- 41.18% |
$141K - $159K
|
5.93K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.2K- 11.2% |
$143K - $161K
|
33.3K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.94K- 17.22% |
$168K - $189K
|
23.8K
$953K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.45K- 30.47% |
$185K - $209K
|
12.4K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.74K- 2.47% |
$194K - $219K
|
227K
$9.08M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.88K- 27.62% |
$233K - $263K
|
18K
$722K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 3.71% |
$240K - $271K
|
184K
$7.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.46K- 4.49% |
$253K - $285K
|
159K
$6.35M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.69K- 15.75% |
$295K - $332K
|
46.5K
$1.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-12.8K- 30.48% |
$435K - $491K
|
29.3K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-14.1K- 4.61% |
$478K - $540K
|
292K
$11.7M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-18.6K- 15.08% |
$632K - $713K
|
105K
$4.2M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19.1K- 8.44% |
$647K - $730K
|
207K
$8.29M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.7K- 12.49% |
$668K - $753K
|
138K
$5.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.2K- 0.84% |
$684K - $771K
|
2.39M
$95.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21K- 56.75% |
$711K - $802K
|
16K
$640K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-23K- 63.37% |
$780K - $880K
|
13.3K
$533K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-24.3K- 55.52% |
$823K - $928K
|
19.4K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24.3K- 21.61% |
$824K - $929K
|
88.1K
$3.53M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 24.73% |
$935K - $1.05M
|
83.9K
$3.36M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.6K- 10.05% |
$970K - $1.09M
|
256K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-36.9K- 15.25% |
$1.25M - $1.41M
|
205K
$8.21M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.5K- 2.19% |
$1.3M - $1.47M
|
1.72M
$68.8M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-40.4K- 8.22% |
$1.37M - $1.55M
|
451K
$18.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52.7K- 32.12% |
$1.79M - $2.01M
|
111K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.1K- 5.98% |
$2.14M - $2.41M
|
992K
$39.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-63.5K- 72.35% |
$2.15M - $2.43M
|
24.3K
$973K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-67.7K- 74.28% |
$2.3M - $2.59M
|
23.5K
$940K
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-68.2K- 15.54% |
$2.31M - $2.61M
|
371K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.3K- 19.65% |
$2.59M - $2.92M
|
312K
$12.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-85.6K- 19.45% |
$2.9M - $3.28M
|
355K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-94.5K- 63.98% |
$3.2M - $3.62M
|
53.2K
$2.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-101K- 13.26% |
$3.42M - $3.86M
|
660K
$26.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-103K- 9.76% |
$3.51M - $3.96M
|
957K
$38.4M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-107K- 70.52% |
$3.63M - $4.09M
|
44.7K
$1.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-111K- 83.93% |
$3.75M - $4.23M
|
21.2K
$848K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-115K- 84.67% |
$3.9M - $4.4M
|
20.8K
$835K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-120K- 6.67% |
$4.08M - $4.61M
|
1.69M
$67.6M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-133K- 43.47% |
$4.51M - $5.09M
|
173K
$6.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-149K- 46.22% |
$5.05M - $5.7M
|
173K
$6.95M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-157K- 99.75% |
$5.31M - $5.99M
|
390
$15.6K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-218K- 76.77% |
$7.39M - $8.34M
|
66K
$2.64M
|