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 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.38K+ 18.29% |
$48.7K - $53.1K
|
8.92K
$373K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.28K+ 14.68% |
$45.2K - $49.3K
|
10K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.23K+ 3.46% |
$43.3K - $47.2K
|
36.6K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.14K+ 14.29% |
$40.2K - $43.9K
|
9.12K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 1.48% |
$37.8K - $41.3K
|
73.5K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
860New |
$30.3K - $33.1K
|
860
$36K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 160.0% |
$28.2K - $30.8K
|
1.3K
$54.4K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
778+ 12.94% |
$27.5K - $29.9K
|
6.79K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
730+ 3.92% |
$25.8K - $28.1K
|
19.4K
$810K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
661+ 5.55% |
$23.3K - $25.4K
|
12.6K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
644+ 1.94% |
$22.7K - $24.8K
|
33.9K
$1.42M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
637+ 7.71% |
$22.5K - $24.5K
|
8.9K
$372K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$21.2K - $23.1K
|
600
$25.1K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
600+ 212.01% |
$21.2K - $23.1K
|
883
$37K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
577New |
$20.4K - $22.2K
|
577
$24.1K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
525New |
$18.5K - $20.2K
|
525
$22K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
517New |
$18.2K - $19.9K
|
517
$21.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
415+ 7.24% |
$14.6K - $16K
|
6.15K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
409+ 0.22% |
$14.4K - $15.7K
|
183K
$7.67M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
346+ 0.47% |
$12.2K - $13.3K
|
73.4K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
325+ 2.54% |
$11.5K - $12.5K
|
13.1K
$549K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
325New |
$11.5K - $12.5K
|
325
$13.6K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
322New |
$11.4K - $12.4K
|
322
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
310+ 0.39% |
$10.9K - $11.9K
|
79.1K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
298+ 2.15% |
$10.5K - $11.5K
|
14.2K
$593K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
284+ 2.73% |
$10K - $10.9K
|
10.7K
$447K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
279+ 0.86% |
$9.85K - $10.7K
|
32.7K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
242+ 3.48% |
$8.54K - $9.31K
|
7.19K
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
203+ 1.99% |
$7.16K - $7.81K
|
10.4K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
179New |
$6.32K - $6.89K
|
179
$7.49K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
174+ 0.91% |
$6.14K - $6.7K
|
19.4K
$812K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
146+ 1.07% |
$5.15K - $5.62K
|
13.8K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 1.09% |
$3.85K - $4.19K
|
10.1K
$424K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
106+ 1.12% |
$3.74K - $4.08K
|
9.56K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$3.56K - $3.89K
|
101
$4.23K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
91+ 1.4% |
$3.21K - $3.5K
|
6.6K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 0.99% |
$2.51K - $2.73K
|
7.25K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
61New |
$2.15K - $2.35K
|
61
$2.55K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
55+ 0.04% |
$1.94K - $2.12K
|
156K
$6.51M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
53+ 0.21% |
$1.87K - $2.04K
|
24.8K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
45+ 1.27% |
$1.59K - $1.73K
|
3.6K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$1.09K - $1.19K
|
31
$1.3K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.01% |
$1.06K - $1.15K
|
458K
$19.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 0.03% |
$882 - $962
|
75.1K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.32% |
$671 - $731
|
6.01K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
18+ 2.24% |
$635 - $693
|
823
$34.4K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 2.36% |
$459 - $500
|
564
$23.6K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11+ 0.14% |
$388 - $423
|
7.9K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.17% |
$282 - $308
|
4.73K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 0.93% |
$247 - $269
|
760
$31.8K
|