Purchases and Sales Made in Q2 2021 in First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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
Jul 13, 2021 Q2 2021
Global Trust Asset Management, LLC

SELL
 -
-2
Closed
$65.7 - $70.3
0 $0
Jul 13, 2021 Q2 2021
Rda Financial Network

SELL
 -
-29
- 0.2%
$953 - $1.02K
14.5K $580K
Aug 03, 2021 Q2 2021
Strateg Iq Financial Group, LLC

SELL
 -
-73
- 0.65%
$2.4K - $2.57K
11.2K $449K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

SELL
 -
-116
- 0.33%
$3.81K - $4.08K
35.6K $1.42M
Aug 17, 2021 Q2 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-125
- 1.87%
$4.11K - $4.39K
6.57K $263K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

SELL
 -
-138
- 2.9%
$4.53K - $4.85K
4.62K $185K
Aug 10, 2023 Q2 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-164
- 18.22%
$5.39K - $5.76K
736 $29.5K
Jul 19, 2021 Q2 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-170
- 2.15%
$5.59K - $5.97K
7.72K $309K
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-218
Closed
$7.16K - $7.66K
0 $0
Aug 06, 2021 Q2 2021
Mufg Americas Holdings Corp

SELL
 -
-268
- 16.54%
$8.81K - $9.42K
1.35K $54.2K
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-285
- 0.52%
$9.37K - $10K
54.7K $2.19M
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

SELL
 -
-306
- 1.38%
$10.1K - $10.8K
21.9K $879K
Aug 05, 2021 Q2 2021
Lebenthal Global Advisors, LLC

SELL
 -
-400
- 5.92%
$13.1K - $14.1K
6.36K $255K
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-445
- 3.96%
$14.6K - $15.6K
10.8K $433K
Aug 13, 2021 Q2 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-508
- 25.49%
$16.7K - $17.9K
1.49K $59.5K
Aug 09, 2021 Q2 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-508
- 3.74%
$16.7K - $17.9K
13.1K $523K
Jul 14, 2021 Q2 2021
Mjp Associates Inc

SELL
 -
-508
- 3.74%
$16.7K - $17.9K
13.1K $523K
Aug 11, 2021 Q2 2021
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-516
- 16.98%
$17K - $18.1K
2.52K $101K
Aug 13, 2021 Q2 2021
All Square Wealth Management LLC

Albany, NY
SELL
 -
-563
Closed
$18.5K - $19.8K
0 $0
Jul 20, 2021 Q2 2021
Kmg Fiduciary Partners, LLC

SELL
 -
-616
- 0.84%
$20.2K - $21.6K
72.5K $2.91M
Aug 10, 2021 Q2 2021
Harvest Investment Services, LLC

SELL
 -
-683
- 0.83%
$22.4K - $24K
82K $3.29M
Jul 26, 2021 Q2 2021
Spire Wealth Management

SELL
 -
-685
- 3.54%
$22.5K - $24.1K
18.7K $749K
Jul 23, 2021 Q2 2021
Forth Right Wealth Management, LLC

SELL
 -
-784
- 0.76%
$25.8K - $27.5K
102K $4.11M
Jul 21, 2021 Q2 2021
Bcs Wealth Management

SELL
 -
-790
- 10.18%
$26K - $27.8K
6.97K $279K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-1.09K
- 4.04%
$35.9K - $38.3K
25.9K $1.04M
Aug 24, 2021 Q2 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-1.13K
- 3.18%
$37.2K - $39.7K
34.4K $1.38M
Jul 28, 2021 Q2 2021
Davenport & CO LLC

SELL
 -
-1.23K
- 5.9%
$40.3K - $43K
19.5K $783K
Aug 09, 2021 Q2 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.31K
- 4.2%
$42.9K - $45.9K
29.8K $1.19M
Jul 21, 2021 Q2 2021
Ae Wealth Management LLC

SELL
 -
-1.33K
- 2.34%
$43.7K - $46.7K
55.4K $2.22M
Aug 16, 2021 Q2 2021
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-1.37K
- 5.59%
$44.9K - $48K
23.1K $925K
Aug 13, 2021 Q2 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.39K
- 11.3%
$45.6K - $48.8K
10.9K $437K
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

SELL
 -
-1.5K
- 5.5%
$49.3K - $52.7K
25.8K $1.03M
Jul 21, 2021 Q2 2021
Alpha Omega Group, Inc.

SELL
 -
-1.62K
- 10.01%
$53.1K - $56.8K
14.5K $582K
Aug 10, 2021 Q2 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.75K
- 2.56%
$57.4K - $61.4K
66.4K $2.66M
Jul 22, 2021 Q2 2021
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.81K
- 12.81%
$59.4K - $63.5K
12.3K $493K
Jul 13, 2021 Q2 2021
Teamwork Financial Advisors, LLC

SELL
 -
-1.81K
- 20.7%
$59.6K - $63.7K
6.95K $279K
Aug 03, 2021 Q2 2021
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-1.82K
- 8.71%
$59.9K - $64K
19.1K $766K
Aug 05, 2021 Q2 2021
Sargent Investment Group, LLC

SELL
 -
-2.3K
- 5.41%
$75.4K - $80.7K
40.2K $1.61M
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.68K
Closed
$87.9K - $94K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-2.92K
Closed
$96K - $103K
0 $0
Jul 21, 2021 Q2 2021
Ifg Advisory, LLC

SELL
 -
-2.93K
- 10.1%
$96.4K - $103K
26.1K $1.05M
Jul 26, 2021 Q2 2021
Koshinski Asset Management, Inc.

SELL
 -
-3.39K
- 20.57%
$111K - $119K
13.1K $524K
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.42K
Closed
$113K - $120K
0 $0
Aug 10, 2021 Q2 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-3.89K
- 14.9%
$128K - $137K
22.2K $891K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-4.1K
- 15.79%
$135K - $144K
21.9K $876K
Aug 16, 2021 Q2 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-4.3K
- 96.98%
$141K - $151K
134 $5.37K
Jul 26, 2021 Q2 2021
United Bank

SELL
 -
-4.33K
- 10.53%
$142K - $152K
36.8K $1.48M
Aug 02, 2021 Q2 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-4.41K
Closed
$145K - $155K
0 $0
Aug 02, 2021 Q2 2021
Sns Financial Group, LLC

SELL
 -
-4.61K
- 2.05%
$151K - $162K
220K $8.81M

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