Purchases and Sales Made in Q1 2025 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2025. 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, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63M+ 17.88% |
$64.7M - $71.4M
|
10.7M
$445M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52M+ 4206.28% |
$60.4M - $66.7M
|
1.56M
$64.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
652K+ 20.61% |
$25.9M - $28.6M
|
3.81M
$158M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
642KNew |
$25.5M - $28.2M
|
642K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
621K+ 52.28% |
$24.7M - $27.2M
|
1.81M
$75M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
512K+ 46586.45% |
$20.3M - $22.5M
|
514K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
490K+ 7.01% |
$19.4M - $21.5M
|
7.48M
$310M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
427KNew |
$16.9M - $18.7M
|
427K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
345K+ 17.24% |
$13.7M - $15.1M
|
2.35M
$97.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
313K+ 10.41% |
$12.4M - $13.7M
|
3.32M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285K+ 13.68% |
$11.3M - $12.5M
|
2.37M
$98.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
273KNew |
$10.8M - $12M
|
273K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
222KNew |
$8.81M - $9.73M
|
222K
$9.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195K+ 23.52% |
$7.75M - $8.56M
|
1.03M
$42.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
165KNew |
$6.55M - $7.23M
|
165K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
154K+ 1981.77% |
$6.12M - $6.76M
|
162K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 20.34% |
$6.1M - $6.74M
|
910K
$37.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152K+ 125.43% |
$6.05M - $6.68M
|
274K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
142KNew |
$5.63M - $6.22M
|
142K
$5.87M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
131K+ 331.0% |
$5.18M - $5.72M
|
170K
$7.04M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$4.69M - $5.17M
|
118K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115KNew |
$4.56M - $5.04M
|
115K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
111KNew |
$4.41M - $4.87M
|
111K
$4.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
109K+ 4244.02% |
$4.32M - $4.77M
|
111K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
100KNew |
$3.97M - $4.39M
|
100K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98.7K+ 101.31% |
$3.92M - $4.33M
|
196K
$8.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
96.2K+ 436.13% |
$3.82M - $4.22M
|
118K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
81.2KNew |
$3.22M - $3.56M
|
81.2K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
81.1KNew |
$3.22M - $3.55M
|
81.1K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
72K+ 7.22% |
$2.86M - $3.16M
|
1.07M
$44.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.4K+ 3.7% |
$2.63M - $2.91M
|
1.86M
$77.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.7K+ 2.36% |
$2.57M - $2.84M
|
2.8M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
59.5K+ 166.39% |
$2.36M - $2.61M
|
95.3K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58.3KNew |
$2.31M - $2.56M
|
58.3K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
54.9KNew |
$2.18M - $2.41M
|
54.9K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.9K+ 218.22% |
$2.14M - $2.36M
|
78.6K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.7K+ 14.01% |
$2.13M - $2.35M
|
437K
$18.1M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.6KNew |
$2.13M - $2.35M
|
53.6K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
47.8K+ 262.41% |
$1.9M - $2.09M
|
66K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
46.3KNew |
$1.84M - $2.03M
|
46.3K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
44.1KNew |
$1.75M - $1.93M
|
44.1K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.2KNew |
$1.67M - $1.85M
|
42.2K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
41.8K+ 159.22% |
$1.66M - $1.83M
|
68.1K
$2.82M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
41.1KNew |
$1.63M - $1.8M
|
41.1K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.2KNew |
$1.56M - $1.72M
|
39.2K
$1.63M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
38.3K+ 19.93% |
$1.52M - $1.68M
|
230K
$9.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.2K+ 6.58% |
$1.52M - $1.67M
|
619K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.4KNew |
$1.48M - $1.64M
|
37.4K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 25.68% |
$1.45M - $1.61M
|
179K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35K+ 222.28% |
$1.39M - $1.54M
|
50.8K
$2.1M
|