Purchases and Sales Made in Q2 2021 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
BUY
|
- |
4.22K+ 1.15% |
$139K - $148K
|
370K
$14.8M
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
4.06KNew |
$133K - $143K
|
4.06K
$163K
|
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.97K+ 9.9% |
$130K - $139K
|
44.1K
$1.77M
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.59K+ 54.05% |
$118K - $126K
|
10.2K
$410K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.47K+ 14.61% |
$114K - $122K
|
27.2K
$1.09M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23K+ 30.0% |
$106K - $114K
|
14K
$561K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.15K+ 1.62% |
$103K - $111K
|
197K
$7.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.07K+ 4.46% |
$101K - $108K
|
72.1K
$2.89M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 86.72% |
$93.9K - $100K
|
6.16K
$247K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.84K+ 16.53% |
$93.2K - $99.7K
|
20K
$802K
|
|
|
Sep 08, 2021
Q2 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2.83K+ 7.33% |
$92.8K - $99.3K
|
41.4K
$1.66M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.46K+ 8.42% |
$80.8K - $86.4K
|
31.7K
$1.27M
|
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.13K+ 1.66% |
$70K - $74.9K
|
130K
$5.22M
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.13K+ 32.97% |
$70K - $74.8K
|
8.59K
$344K
|
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2K+ 3.81% |
$65.6K - $70.1K
|
54.4K
$2.18M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.93K+ 2.27% |
$63.3K - $67.7K
|
86.6K
$3.47M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.77K+ 7.93% |
$58K - $62.1K
|
24K
$963K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.75K+ 12.89% |
$57.5K - $61.5K
|
15.3K
$614K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 5.34% |
$54.1K - $57.9K
|
32.5K
$1.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.49K+ 0.82% |
$49.1K - $52.5K
|
183K
$7.31M
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.45K+ 4.82% |
$47.6K - $50.9K
|
31.5K
$1.26M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.34KNew |
$43.9K - $46.9K
|
1.34K
$53.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.29K+ 13.97% |
$42.4K - $45.3K
|
10.5K
$422K
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
943+ 15.24% |
$31K - $33.1K
|
7.13K
$286K
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
940+ 1.64% |
$30.9K - $33K
|
58.3K
$2.34M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
900+ 3.0% |
$29.6K - $31.6K
|
30.9K
$1.24M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
705+ 10.92% |
$23.2K - $24.8K
|
7.16K
$287K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
653+ 2.27% |
$21.5K - $22.9K
|
29.5K
$1.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
622New |
$20.4K - $21.9K
|
622
$24.9K
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
607+ 1.82% |
$19.9K - $21.3K
|
33.9K
$1.36M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
554+ 62.25% |
$18.2K - $19.5K
|
1.44K
$57.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
537+ 2.97% |
$17.6K - $18.9K
|
18.6K
$746K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
352+ 3.06% |
$11.6K - $12.4K
|
11.8K
$474K
|
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
350New |
$11.5K - $12.3K
|
350
$14K
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
275New |
$9.04K - $9.66K
|
275
$11K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
164New |
$5.39K - $5.76K
|
164
$6.57K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
147+ 2.2% |
$4.83K - $5.17K
|
6.84K
$274K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
132+ 0.93% |
$4.34K - $4.64K
|
14.3K
$574K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
52+ 0.69% |
$1.71K - $1.83K
|
7.61K
$305K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
39+ 0.15% |
$1.28K - $1.37K
|
26.9K
$1.08M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$460 - $492
|
10.7K
$431K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$427 - $457
|
13
$521
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11+ 0.07% |
$361 - $387
|
16.8K
$673K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 1.04% |
$329 - $351
|
976
$39.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9+ 0.14% |
$296 - $316
|
6.58K
$264K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.67% |
$164 - $176
|
752
$30.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.01% |
$98.6 - $105
|
22.1K
$886K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
2+ 1.09% |
$65.7 - $70.3
|
185
$7.41K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$32.9 - $35.1
|
20K
$800K
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|