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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.44K- 5.64% |
$227K - $248K
|
108K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.83K- 14.43% |
$241K - $263K
|
40.5K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.55K- 4.73% |
$267K - $291K
|
152K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.64K- 3.19% |
$270K - $294K
|
232K
$9.35M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.13K- 31.17% |
$287K - $313K
|
17.9K
$723K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.89K- 10.48% |
$314K - $342K
|
75.9K
$3.06M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.24K- 1.59% |
$326K - $355K
|
570K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.63K- 18.09% |
$340K - $370K
|
43.6K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.64K- 28.17% |
$340K - $371K
|
24.6K
$990K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.91K- 21.04% |
$350K - $381K
|
37.2K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 90.91% |
$353K - $385K
|
1K
$40.3K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-10.8K- 27.94% |
$383K - $417K
|
28K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.3K- 22.84% |
$399K - $435K
|
38.2K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-11.7K- 10.14% |
$412K - $449K
|
103K
$4.17M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.7K- 15.67% |
$413K - $450K
|
63K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.5K- 6.5% |
$442K - $482K
|
180K
$7.25M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 13.02% |
$478K - $521K
|
90.4K
$3.64M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13.8K- 7.38% |
$489K - $533K
|
174K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 26.87% |
$532K - $580K
|
41K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.2K- 12.63% |
$607K - $662K
|
119K
$4.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.3K- 2.87% |
$609K - $664K
|
585K
$23.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 18.88% |
$633K - $690K
|
77.1K
$3.11M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.1K- 33.23% |
$638K - $695K
|
36.3K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-20K- 70.31% |
$704K - $768K
|
8.43K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-22.7K- 4.13% |
$802K - $875K
|
528K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.8K- 18.27% |
$841K - $917K
|
107K
$4.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-26.5K- 24.89% |
$936K - $1.02M
|
80.1K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 1.53% |
$948K - $1.03M
|
1.73M
$69.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 0.46% |
$1.07M - $1.17M
|
6.63M
$267M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 0.46% |
$1.07M - $1.17M
|
6.63M
$267M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31.6K- 66.66% |
$1.12M - $1.22M
|
15.8K
$637K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-32.1K- 42.54% |
$1.13M - $1.23M
|
43.3K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.7K- 43.21% |
$1.19M - $1.3M
|
44.3K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-34.5K- 38.91% |
$1.22M - $1.33M
|
54.2K
$2.19M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.3K- 31.1% |
$1.32M - $1.44M
|
82.7K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.3K- 74.83% |
$1.32M - $1.44M
|
12.6K
$506K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 42.72% |
$1.39M - $1.52M
|
52.8K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-41.1K- 28.84% |
$1.45M - $1.58M
|
101K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-49.3K- 81.4% |
$1.74M - $1.9M
|
11.3K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-52.2K- 25.08% |
$1.84M - $2.01M
|
156K
$6.28M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-66.1K- 62.36% |
$2.33M - $2.54M
|
39.9K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-69.9K- 84.73% |
$2.47M - $2.69M
|
12.6K
$508K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73.2K- 50.65% |
$2.58M - $2.82M
|
71.3K
$2.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-89.5K- 77.04% |
$3.16M - $3.44M
|
26.7K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109K- 6.06% |
$3.85M - $4.2M
|
1.69M
$68.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-122K- 67.88% |
$4.3M - $4.69M
|
57.7K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-142K- 7.41% |
$5M - $5.46M
|
1.77M
$71.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-142K- 43.2% |
$5.02M - $5.47M
|
187K
$7.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-146K- 23.01% |
$5.17M - $5.63M
|
490K
$19.7M
|