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
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.51K+ 10.43% |
$60K - $66.3K
|
16K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 2.12% |
$59.8K - $66K
|
72.6K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 0.98% |
$53.7K - $59.3K
|
140K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.19K+ 20.65% |
$47.3K - $52.2K
|
6.96K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 3.83% |
$47.2K - $52.2K
|
32.2K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.15K+ 38.74% |
$45.8K - $50.6K
|
4.13K
$171K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$43.4K - $47.9K
|
1.09K
$45.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 10.25% |
$42.3K - $46.7K
|
11.5K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
915+ 22.34% |
$36.3K - $40.1K
|
5.01K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
887+ 6.64% |
$35.2K - $38.9K
|
14.3K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$33.6K - $37.1K
|
846
$35K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
834+ 3.03% |
$33.1K - $36.6K
|
28.4K
$1.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
833+ 5.94% |
$33.1K - $36.5K
|
14.8K
$615K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
814+ 2.62% |
$32.3K - $35.7K
|
31.9K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
800+ 3.06% |
$31.8K - $35.1K
|
27K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
788+ 7.12% |
$31.3K - $34.5K
|
11.9K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
745+ 0.76% |
$29.6K - $32.7K
|
98.9K
$4.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
725New |
$28.8K - $31.8K
|
725
$30K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
723+ 11.78% |
$28.7K - $31.7K
|
6.86K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
706New |
$28K - $30.9K
|
706
$29.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
698+ 5.82% |
$27.7K - $30.6K
|
12.7K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
668New |
$26.5K - $29.3K
|
668
$27.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 150.0% |
$23.8K - $26.3K
|
1K
$41.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
598+ 3.07% |
$23.7K - $26.2K
|
20.1K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
588+ 1.83% |
$23.3K - $25.8K
|
32.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
565+ 1.12% |
$22.4K - $24.8K
|
51.1K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
564New |
$22.4K - $24.7K
|
564
$23.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
538+ 0.63% |
$21.4K - $23.6K
|
85.7K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
471+ 4.23% |
$18.7K - $20.6K
|
11.6K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
469+ 5211.11% |
$18.6K - $20.6K
|
478
$19.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
444+ 5.6% |
$17.6K - $19.5K
|
8.37K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
385+ 4.4% |
$15.3K - $16.9K
|
9.14K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
368New |
$14.6K - $16.1K
|
368
$15.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
310New |
$12.3K - $13.6K
|
310
$12.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
294+ 5.66% |
$11.7K - $12.9K
|
5.49K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
257New |
$10.2K - $11.3K
|
257
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
237+ 30.86% |
$9.41K - $10.4K
|
1.01K
$41.6K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 2.99% |
$9.13K - $10.1K
|
7.91K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
226+ 0.68% |
$8.97K - $9.91K
|
33.2K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 0.54% |
$7.94K - $8.77K
|
37.3K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
167+ 0.5% |
$6.63K - $7.32K
|
33.5K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
160+ 0.34% |
$6.35K - $7.01K
|
47.2K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
136+ 1.85% |
$5.4K - $5.96K
|
7.47K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
135+ 1.74% |
$5.36K - $5.92K
|
7.9K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
128+ 2.14% |
$5.08K - $5.61K
|
6.1K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
122+ 1.88% |
$4.84K - $5.35K
|
6.63K
$275K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
116+ 1.13% |
$4.6K - $5.08K
|
10.4K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
107New |
$4.25K - $4.69K
|
107
$4.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102+ 1.48% |
$4.05K - $4.47K
|
6.99K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
98New |
$3.89K - $4.3K
|
98
$4.06K
|