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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.1K+ 66.06% |
$1.35M - $1.49M
|
85.6K
$3.55M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33K+ 49.36% |
$1.31M - $1.45M
|
99.9K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
32.6K+ 1.87% |
$1.3M - $1.43M
|
1.77M
$73.5M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
32.5K+ 130.12% |
$1.29M - $1.43M
|
57.5K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 514.37% |
$1.28M - $1.41M
|
38.6K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
31.4K+ 5.52% |
$1.25M - $1.38M
|
601K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
30.9K+ 15.05% |
$1.23M - $1.35M
|
236K
$9.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.2K+ 100696.67% |
$1.2M - $1.32M
|
30.2K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.1M - $1.22M
|
27.7K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
27.5K+ 19.98% |
$1.09M - $1.2M
|
165K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
26.7K+ 41.5% |
$1.06M - $1.17M
|
90.9K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 4.73% |
$952K - $1.05M
|
531K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.9K+ 7.0% |
$910K - $1.01M
|
351K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
22.8K+ 65.08% |
$904K - $998K
|
57.7K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
22.6K+ 1.16% |
$897K - $990K
|
1.97M
$81.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 1.14% |
$890K - $983K
|
1.99M
$82.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22K+ 4.59% |
$875K - $966K
|
503K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
21.9K+ 183.83% |
$869K - $960K
|
33.8K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.6K+ 37.92% |
$856K - $945K
|
78.4K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
19.5K+ 11.88% |
$776K - $857K
|
184K
$7.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.2KNew |
$761K - $840K
|
19.2K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14.9KNew |
$593K - $655K
|
14.9K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$575K - $635K
|
14.5K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.4KNew |
$533K - $589K
|
13.4K
$557K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3KNew |
$526K - $581K
|
13.3K
$549K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.8K+ 12.94% |
$507K - $560K
|
112K
$4.62M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 6.49% |
$489K - $540K
|
202K
$8.38M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12KNew |
$474K - $524K
|
12K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.9K+ 32.85% |
$472K - $521K
|
48.1K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.5K+ 4.18% |
$456K - $503K
|
286K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6KNew |
$422K - $466K
|
10.6K
$441K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.4K+ 58.35% |
$414K - $457K
|
28.3K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.3K+ 11.17% |
$408K - $450K
|
102K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 88.88% |
$401K - $443K
|
21.5K
$890K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10KNew |
$397K - $438K
|
10K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.65K+ 9.4% |
$383K - $423K
|
112K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
9.54K+ 2.58% |
$379K - $418K
|
379K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.05K+ 4.39% |
$359K - $396K
|
215K
$8.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.03K+ 22.99% |
$358K - $396K
|
48.3K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.85K+ 5.0% |
$351K - $388K
|
186K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.66K+ 85.19% |
$344K - $380K
|
18.8K
$780K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.66K+ 12.41% |
$344K - $380K
|
78.4K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.46K+ 6.48% |
$336K - $371K
|
139K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.35K+ 7.54% |
$292K - $322K
|
105K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.93KNew |
$275K - $304K
|
6.93K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.92KNew |
$275K - $303K
|
6.92K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.77KNew |
$269K - $297K
|
6.77K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.73K+ 6.31% |
$267K - $295K
|
113K
$4.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.73KNew |
$267K - $295K
|
6.73K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.71K+ 17.17% |
$266K - $294K
|
45.8K
$1.9M
|