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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.48K- 11.2% |
$98.5K - $109K
|
19.7K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 9.08% |
$99.5K - $110K
|
25.1K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.58K- 1.46% |
$102K - $113K
|
174K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-2.63K- 18.28% |
$104K - $115K
|
11.7K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.65K- 7.88% |
$105K - $116K
|
31K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.68K- 16.99% |
$106K - $117K
|
13.1K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.7K- 2.25% |
$107K - $118K
|
118K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.82K- 3.34% |
$112K - $124K
|
81.6K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.83K- 21.81% |
$112K - $124K
|
10.1K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.9K- 22.62% |
$115K - $127K
|
9.93K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-3.24K- 4.46% |
$129K - $142K
|
69.5K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.34K- 19.09% |
$132K - $146K
|
14.2K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.45K- 57.4% |
$137K - $151K
|
2.56K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.6K- 2.32% |
$143K - $158K
|
152K
$6.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.81K- 20.72% |
$151K - $167K
|
14.6K
$604K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.96K- 86.41% |
$157K - $173K
|
622
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.1K- 25.0% |
$163K - $180K
|
12.3K
$509K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.1K- 4.55% |
$163K - $180K
|
86K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.38K- 10.64% |
$174K - $192K
|
36.8K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 11.14% |
$175K - $194K
|
35.2K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.47K- 3.58% |
$177K - $196K
|
120K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.48K- 16.77% |
$178K - $196K
|
22.2K
$921K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.51K- 2.48% |
$179K - $198K
|
177K
$7.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4.59K- 4.23% |
$182K - $201K
|
104K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.81K- 28.06% |
$191K - $211K
|
12.3K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 13.61% |
$198K - $218K
|
31.6K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.01K- 3.27% |
$199K - $219K
|
148K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.36K- 18.6% |
$213K - $235K
|
23.5K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.49K- 8.43% |
$218K - $241K
|
59.6K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.74K- 15.52% |
$228K - $251K
|
31.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.91K- 33.0% |
$234K - $259K
|
12K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-6.16K- 8.45% |
$245K - $270K
|
66.8K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.3K- 1.68% |
$290K - $320K
|
428K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-7.68K- 84.7% |
$305K - $336K
|
1.39K
$57.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.69K- 59.74% |
$345K - $381K
|
5.85K
$242K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.74K- 30.87% |
$347K - $383K
|
19.6K
$811K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.54K- 42.97% |
$378K - $418K
|
12.7K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.92K- 0.64% |
$394K - $435K
|
1.55M
$64M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10.1K- 31.83% |
$400K - $441K
|
21.6K
$894K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.6K- 10.7% |
$498K - $550K
|
105K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-12.9K- 55.18% |
$513K - $566K
|
10.5K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-18K- 3.38% |
$716K - $790K
|
515K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.5KClosed |
$736K - $813K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-21.8K- 14.54% |
$865K - $956K
|
128K
$5.31M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-31.4K- 5.71% |
$1.24M - $1.37M
|
518K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.9K- 9.37% |
$1.27M - $1.4M
|
309K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-31.9K- 28.11% |
$1.27M - $1.4M
|
81.7K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33K- 49.98% |
$1.31M - $1.45M
|
33K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.7K- 78.68% |
$2.21M - $2.44M
|
15.1K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.5K- 5.66% |
$2.32M - $2.56M
|
976K
$40.4M
|