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 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-156K- 95.85% |
$5.49M - $5.99M
|
6.74K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-200K- 19.22% |
$7.06M - $7.7M
|
841K
$33.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-203K- 15.76% |
$7.16M - $7.81M
|
1.08M
$43.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-220K- 17.88% |
$7.75M - $8.45M
|
1.01M
$40.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-267K- 13.41% |
$9.43M - $10.3M
|
1.73M
$69.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-436K- 5.02% |
$15.4M - $16.8M
|
8.26M
$331M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-478K- 16.97% |
$16.9M - $18.4M
|
2.34M
$93.8M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-508K- 70.67% |
$17.9M - $19.5M
|
211K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.02M- 36.0% |
$35.9M - $39.2M
|
1.81M
$72.5M
|