Purchases and Sales Made in Q1 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.02M+ 3500.28% |
$71.3M - $77.7M
|
2.08M
$87M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
348KNew |
$12.3M - $13.4M
|
348K
$14.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
275KNew |
$9.69M - $10.6M
|
275K
$11.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
144KNew |
$5.1M - $5.56M
|
144K
$6.05M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
141K+ 14.55% |
$4.97M - $5.42M
|
1.11M
$46.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
139K+ 72.28% |
$4.91M - $5.36M
|
332K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
102K+ 1110.3% |
$3.59M - $3.92M
|
111K
$4.64M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.9K+ 1.48% |
$3.42M - $3.73M
|
6.63M
$278M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
91.3KNew |
$3.22M - $3.51M
|
91.3K
$3.82M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
73.3KNew |
$2.59M - $2.82M
|
73.3K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.7K+ 5.37% |
$2.07M - $2.26M
|
1.15M
$48.2M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
50.4K+ 419.62% |
$1.78M - $1.94M
|
62.4K
$2.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
50.3K+ 55.5% |
$1.77M - $1.93M
|
141K
$5.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
49.8K+ 3.13% |
$1.76M - $1.91M
|
1.64M
$68.7M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
49.7K+ 447.58% |
$1.76M - $1.91M
|
60.9K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
44.6K+ 15.04% |
$1.58M - $1.72M
|
341K
$14.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.2K+ 6.14% |
$1.49M - $1.62M
|
729K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.2K+ 3.04% |
$1.46M - $1.59M
|
1.4M
$58.4M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
40.5K+ 364.29% |
$1.43M - $1.56M
|
51.6K
$2.16M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39.2K+ 66.86% |
$1.38M - $1.51M
|
97.8K
$4.09M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9K+ 72.79% |
$1.3M - $1.42M
|
87.7K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.1K+ 2.42% |
$1.28M - $1.39M
|
1.53M
$64M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.9KNew |
$1.16M - $1.27M
|
32.9K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.4KNew |
$1.07M - $1.17M
|
30.4K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30.3K+ 39.37% |
$1.07M - $1.17M
|
107K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.6KNew |
$1.01M - $1.1M
|
28.6K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.8K+ 234.96% |
$944K - $1.03M
|
38.1K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.7K+ 293.6% |
$872K - $950K
|
33.1K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 4.08% |
$748K - $816K
|
540K
$22.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.2KNew |
$677K - $738K
|
19.2K
$803K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18.3K+ 16.71% |
$646K - $705K
|
128K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 43.76% |
$624K - $680K
|
58.1K
$2.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.7KNew |
$588K - $642K
|
16.7K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.8K+ 41.69% |
$557K - $607K
|
53.6K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 101.06% |
$519K - $566K
|
29.3K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13.8K+ 42.41% |
$487K - $531K
|
46.4K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 4.9% |
$452K - $492K
|
274K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
12.4K+ 4.58% |
$438K - $478K
|
283K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.4K+ 73.29% |
$437K - $477K
|
29.3K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.3K+ 59.89% |
$433K - $472K
|
32.7K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$431K - $470K
|
12.2K
$511K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 129.61% |
$422K - $460K
|
21.2K
$886K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.2K+ 20.98% |
$394K - $430K
|
64.4K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11KNew |
$390K - $425K
|
11K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.5K+ 107.65% |
$372K - $405K
|
20.3K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 97.09% |
$355K - $387K
|
20.4K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.52K+ 9.86% |
$336K - $366K
|
106K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8.89K+ 5.85% |
$314K - $342K
|
161K
$6.74M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.8KNew |
$311K - $339K
|
8.8K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.77K+ 5.87% |
$309K - $337K
|
158K
$6.62M
|