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 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-295- 4.55% |
$11.7K - $12.9K
|
6.2K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-311- 2.71% |
$12.3K - $13.6K
|
11.2K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-319- 2.74% |
$12.7K - $14K
|
11.3K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-319- 2.41% |
$12.7K - $14K
|
12.9K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-322- 0.79% |
$12.8K - $14.1K
|
40.4K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-340- 2.25% |
$13.5K - $14.9K
|
14.8K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-357- 0.45% |
$14.2K - $15.6K
|
79.5K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-364- 2.82% |
$14.4K - $16K
|
12.5K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-370- 5.07% |
$14.7K - $16.2K
|
6.94K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-389- 1.97% |
$15.4K - $17K
|
19.3K
$802K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-433- 0.52% |
$17.2K - $19K
|
82.7K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-457- 6.1% |
$18.1K - $20K
|
7.04K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-460- 1.15% |
$18.3K - $20.2K
|
39.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-464- 6.25% |
$18.4K - $20.3K
|
6.96K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-489- 5.62% |
$19.4K - $21.4K
|
8.21K
$340K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-541- 3.07% |
$21.5K - $23.7K
|
17.1K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-543- 7.51% |
$21.6K - $23.8K
|
6.68K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-551- 4.24% |
$21.9K - $24.2K
|
12.5K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-579- 9.86% |
$23K - $25.4K
|
5.29K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-626- 1.69% |
$24.8K - $27.4K
|
36.5K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-654- 5.91% |
$26K - $28.7K
|
10.4K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-663- 3.02% |
$26.3K - $29.1K
|
21.3K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-674- 0.86% |
$26.8K - $29.5K
|
77.3K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-695- 6.27% |
$27.6K - $30.5K
|
10.4K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-862- 0.39% |
$34.2K - $37.8K
|
222K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-925- 6.77% |
$36.7K - $40.5K
|
12.7K
$528K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-930- 2.21% |
$36.9K - $40.8K
|
41.1K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-939- 2.59% |
$37.3K - $41.2K
|
35.4K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-995- 2.9% |
$39.5K - $43.6K
|
33.4K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.02K- 10.0% |
$40.4K - $44.6K
|
9.16K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 3.39% |
$40.7K - $44.9K
|
29.2K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.1K- 7.17% |
$43.5K - $48K
|
14.2K
$588K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.7% |
$43.6K - $48.2K
|
39.7K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.22K- 19.18% |
$48.4K - $53.4K
|
5.14K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.27K- 5.67% |
$50.4K - $55.7K
|
21.1K
$875K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.28K- 6.16% |
$50.8K - $56.1K
|
19.5K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.3K- 13.64% |
$51.4K - $56.8K
|
8.2K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.22% |
$51.6K - $57K
|
12.8K
$531K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.38K- 1.76% |
$54.8K - $60.5K
|
77.2K
$3.2M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.4K- 7.34% |
$55.4K - $61.1K
|
17.6K
$730K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.41K- 8.94% |
$55.8K - $61.7K
|
14.3K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 2.96% |
$57.8K - $63.8K
|
47.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.46K- 7.27% |
$58.1K - $64.2K
|
18.7K
$773K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.67K- 5.05% |
$66.4K - $73.3K
|
31.4K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.92K- 11.09% |
$76K - $83.9K
|
15.4K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 2.68% |
$80.8K - $89.2K
|
73.9K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.09K- 2.81% |
$83K - $91.7K
|
72.3K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.25K- 11.25% |
$89.1K - $98.4K
|
17.7K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 3.03% |
$90.7K - $100K
|
73.1K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.36K- 7.78% |
$93.5K - $103K
|
28K
$1.16M
|