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 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 0.93% |
$247 - $269
|
760
$30.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.04% |
$106 - $115
|
7.06K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$106 - $115
|
3
$121
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$70.6 - $77
|
10.6K
$425K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.13% |
$741 - $808
|
16.2K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-27- 0.18% |
$953 - $1.04K
|
15.4K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 0.31% |
$1.2K - $1.31K
|
10.9K
$439K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-43- 0.55% |
$1.52K - $1.65K
|
7.76K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-49- 0.5% |
$1.73K - $1.89K
|
9.65K
$388K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-61- 0.54% |
$2.15K - $2.35K
|
11.2K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-63- 0.16% |
$2.22K - $2.42K
|
40.5K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65- 0.96% |
$2.29K - $2.5K
|
6.71K
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-71- 0.86% |
$2.51K - $2.73K
|
8.18K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-72- 1.08% |
$2.54K - $2.77K
|
6.6K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-107- 1.74% |
$3.78K - $4.12K
|
6.05K
$243K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 0.4% |
$4.06K - $4.43K
|
28.6K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 12.5% |
$5.29K - $5.77K
|
1.05K
$42.2K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-150- 1.92% |
$5.29K - $5.77K
|
7.67K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-151- 7.61% |
$5.33K - $5.81K
|
1.83K
$73.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 1.39% |
$5.65K - $6.16K
|
11.4K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-170- 0.18% |
$6K - $6.54K
|
96.7K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-191- 1.54% |
$6.74K - $7.35K
|
12.2K
$492K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 65.65% |
$6.81K - $7.43K
|
101
$4.06K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 2.63% |
$7.06K - $7.7K
|
7.41K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 2.24% |
$7.31K - $7.97K
|
9.02K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-226- 1.79% |
$7.98K - $8.7K
|
12.4K
$499K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-281- 0.03% |
$9.92K - $10.8K
|
1.08M
$43.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-292- 7.48% |
$10.3K - $11.2K
|
3.61K
$145K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-298- 0.56% |
$10.5K - $11.5K
|
53.3K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-342- 2.89% |
$12.1K - $13.2K
|
11.5K
$461K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 0.19% |
$14.9K - $16.3K
|
219K
$8.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-451- 2.19% |
$15.9K - $17.4K
|
20.2K
$810K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-465- 7.05% |
$16.4K - $17.9K
|
6.14K
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-481- 2.07% |
$17K - $18.5K
|
22.8K
$914K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-530- 8.2% |
$18.7K - $20.4K
|
5.93K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-540- 11.02% |
$19.1K - $20.8K
|
4.36K
$175K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-557- 6.35% |
$19.7K - $21.4K
|
8.21K
$330K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-665- 28.09% |
$23.5K - $25.6K
|
1.7K
$68.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-720- 7.89% |
$25.4K - $27.7K
|
8.4K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-761- 9.13% |
$26.9K - $29.3K
|
7.57K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-848- 15.24% |
$29.9K - $32.6K
|
4.72K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-882- 4.06% |
$31.1K - $33.9K
|
20.9K
$838K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-964- 12.12% |
$34K - $37.1K
|
6.99K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 1.67% |
$38K - $41.4K
|
63.5K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.09K- 0.32% |
$38.5K - $41.9K
|
335K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 3.68% |
$38.9K - $42.4K
|
28.8K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.13K- 3.99% |
$39.9K - $43.5K
|
27.2K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.21K- 2.85% |
$42.6K - $46.4K
|
41K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 5.71% |
$43.1K - $46.9K
|
20.1K
$809K
|