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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
96+ 0.86% |
$3.81K - $4.21K
|
11.3K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
92+ 0.18% |
$3.65K - $4.03K
|
51.3K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
67+ 3350.0% |
$2.66K - $2.94K
|
69
$2.86K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60New |
$2.38K - $2.63K
|
60
$2.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56+ 0.81% |
$2.22K - $2.45K
|
6.98K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.84% |
$1.94K - $2.15K
|
5.86K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.75% |
$1.63K - $1.8K
|
5.52K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.61% |
$1.51K - $1.67K
|
6.3K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
37+ 0.19% |
$1.47K - $1.62K
|
19K
$788K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34+ 0.19% |
$1.35K - $1.49K
|
17.8K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
31New |
$1.23K - $1.36K
|
31
$1.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 0.83% |
$1.07K - $1.18K
|
3.28K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.17% |
$953 - $1.05K
|
14.2K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18+ 0.24% |
$714 - $789
|
7.67K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14+ 0.2% |
$556 - $614
|
7.03K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10New |
$397 - $438
|
10
$414
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10+ 0.07% |
$397 - $438
|
14K
$580K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.75% |
$357 - $394
|
1.21K
$50.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$39.7 - $43.8
|
4.1K
$170K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$39.7 - $43.8
|
31.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.74% |
$39.7 - $43.8
|
137
$5.68K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$39.7 - $43.8
|
10.6K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.18% |
$39.7 - $43.8
|
557
$23.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.01% |
$198 - $219
|
49K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-8- 0.33% |
$318 - $351
|
2.42K
$100K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.18% |
$357 - $394
|
5.07K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17- 0.08% |
$675 - $745
|
20.6K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$913 - $1.01K
|
1.81K
$74.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-35- 0.4% |
$1.39K - $1.53K
|
8.65K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42- 38.18% |
$1.67K - $1.84K
|
68
$2.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 2.31% |
$2.18K - $2.41K
|
2.33K
$96.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-55- 0.21% |
$2.18K - $2.41K
|
26.7K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68- 1.09% |
$2.7K - $2.98K
|
6.15K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-97- 0.17% |
$3.85K - $4.25K
|
57.6K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-114- 2.07% |
$4.52K - $5K
|
5.39K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-127- 0.52% |
$5.04K - $5.57K
|
24.3K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-144- 1.77% |
$5.72K - $6.31K
|
7.98K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155- 31.12% |
$6.15K - $6.79K
|
343
$14.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-160- 80.0% |
$6.35K - $7.01K
|
40
$1.66K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-161- 0.6% |
$6.39K - $7.06K
|
26.5K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-175- 2.54% |
$6.95K - $7.67K
|
6.71K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-194- 3.21% |
$7.7K - $8.5K
|
5.86K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-195- 0.41% |
$7.74K - $8.55K
|
46.9K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-200- 25.0% |
$7.94K - $8.77K
|
600
$24.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-201- 3.94% |
$7.98K - $8.81K
|
4.9K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-216- 0.23% |
$8.57K - $9.47K
|
95.5K
$3.95M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-219- 2.5% |
$8.69K - $9.6K
|
8.54K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-254- 0.95% |
$10.1K - $11.1K
|
26.5K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-254- 3.45% |
$10.1K - $11.1K
|
7.11K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-263- 0.93% |
$10.4K - $11.5K
|
27.9K
$1.16M
|