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 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.68K+ 28.91% |
$265K - $293K
|
29.8K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.39K+ 74.33% |
$254K - $280K
|
15K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.72KNew |
$227K - $251K
|
5.72K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.54K+ 26.32% |
$220K - $243K
|
26.6K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$219K - $242K
|
5.53K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.45KNew |
$216K - $239K
|
5.45K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.34KNew |
$212K - $234K
|
5.34K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21KNew |
$207K - $228K
|
5.21K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.05K+ 4.21% |
$200K - $221K
|
125K
$5.17M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99K+ 11.75% |
$198K - $219K
|
47.4K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.88KNew |
$194K - $214K
|
4.88K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.82K+ 37.64% |
$191K - $211K
|
17.6K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.79KNew |
$190K - $210K
|
4.79K
$198K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.75K+ 2.72% |
$188K - $208K
|
180K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.72K+ 5.2% |
$187K - $207K
|
95.5K
$3.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
4.68KNew |
$186K - $205K
|
4.68K
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.66K+ 25.05% |
$185K - $204K
|
23.3K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$184K - $204K
|
4.65K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.63KNew |
$184K - $203K
|
4.63K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.62KNew |
$183K - $202K
|
4.62K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
4.61KNew |
$183K - $202K
|
4.61K
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.56K+ 6.91% |
$181K - $200K
|
70.5K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.4K+ 11.61% |
$174K - $193K
|
42.3K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4.38K+ 8.86% |
$174K - $192K
|
53.8K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.15K+ 2.7% |
$165K - $182K
|
158K
$6.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.15K+ 4.12% |
$165K - $182K
|
105K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.04K+ 44.15% |
$160K - $177K
|
13.2K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.01K+ 19.13% |
$159K - $176K
|
25K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91K+ 13.88% |
$155K - $172K
|
32.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.85K+ 2.02% |
$153K - $169K
|
195K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.63K+ 16.61% |
$144K - $159K
|
25.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.48K+ 2.05% |
$138K - $153K
|
173K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 1.57% |
$132K - $146K
|
216K
$8.93M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.28KNew |
$130K - $144K
|
3.28K
$136K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.24K+ 4.07% |
$129K - $142K
|
82.9K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.1K+ 14.52% |
$123K - $136K
|
24.4K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.94K+ 10.34% |
$117K - $129K
|
31.3K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78K+ 10.1% |
$110K - $122K
|
30.3K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.59K+ 4.43% |
$103K - $114K
|
61K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 27.37% |
$97.4K - $108K
|
11.4K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.44K+ 2.08% |
$96.9K - $107K
|
120K
$4.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.32K+ 1.97% |
$91.9K - $101K
|
120K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 4.0% |
$86.2K - $95.2K
|
56.5K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.16K+ 0.88% |
$85.7K - $94.7K
|
247K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.06K+ 18.9% |
$81.8K - $90.3K
|
13K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.96K+ 57.74% |
$77.6K - $85.7K
|
5.34K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 9.34% |
$73.8K - $81.5K
|
21.8K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$67.5K - $74.5K
|
1.7K
$70.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 10.88% |
$66.8K - $73.8K
|
17.1K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.59K+ 2.51% |
$63.2K - $69.8K
|
65.1K
$2.7M
|