Purchases and Sales Made in Q2 2022 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 2022. 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 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.97M+ 813.43% |
$172M - $195M
|
5.58M
$225M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36M+ 33.48% |
$47.2M - $53.4M
|
5.44M
$219M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36M+ 33.48% |
$47.2M - $53.4M
|
5.44M
$219M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.12M+ 93.3% |
$38.7M - $43.8M
|
2.32M
$93.4M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.08MNew |
$37.5M - $42.5M
|
1.08M
$43.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 44.96% |
$35.9M - $40.6M
|
3.34M
$135M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
940K+ 163.89% |
$32.5M - $36.8M
|
1.51M
$61M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
792K+ 94.77% |
$27.4M - $31M
|
1.63M
$65.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
716K+ 2716.74% |
$24.8M - $28M
|
742K
$29.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
707K+ 138.41% |
$24.5M - $27.7M
|
1.22M
$49.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
492K+ 121.61% |
$17M - $19.3M
|
896K
$36.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
480K+ 305.04% |
$16.6M - $18.8M
|
637K
$25.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
393K+ 97.62% |
$13.6M - $15.4M
|
796K
$32.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
361KNew |
$12.5M - $14.1M
|
361K
$14.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
329K+ 32.83% |
$11.4M - $12.9M
|
1.33M
$53.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
317KNew |
$11M - $12.4M
|
317K
$12.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
294KNew |
$10.2M - $11.5M
|
294K
$11.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
275K+ 72.27% |
$9.5M - $10.8M
|
654K
$26.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
249K+ 55.76% |
$8.62M - $9.76M
|
696K
$28.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
244KNew |
$8.44M - $9.56M
|
244K
$9.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
220K+ 85.5% |
$7.61M - $8.62M
|
477K
$19.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
219K+ 38.85% |
$7.57M - $8.57M
|
782K
$31.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198K+ 59.74% |
$6.85M - $7.75M
|
529K
$21.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
193K+ 26.64% |
$6.67M - $7.56M
|
917K
$36.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
183KNew |
$6.34M - $7.17M
|
183K
$7.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 73.19% |
$5.36M - $6.07M
|
366K
$14.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
153K+ 558.17% |
$5.3M - $6.01M
|
181K
$7.29M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
127KNew |
$4.41M - $4.99M
|
127K
$5.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
127KNew |
$4.39M - $4.98M
|
127K
$5.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122K+ 193.83% |
$4.23M - $4.79M
|
185K
$7.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104KNew |
$3.61M - $4.09M
|
104K
$4.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
102KNew |
$3.54M - $4.01M
|
102K
$4.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Pacific Wealth Management
|
BUY
|
- |
92.4KNew |
$3.2M - $3.62M
|
92.4K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
90.8KNew |
$3.14M - $3.56M
|
90.8K
$3.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
86.6KNew |
$3M - $3.39M
|
86.6K
$3.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85.5K+ 288.23% |
$2.96M - $3.35M
|
115K
$4.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76K+ 131.35% |
$2.63M - $2.98M
|
134K
$5.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.8K+ 183.62% |
$2.48M - $2.81M
|
111K
$4.47M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.2K+ 25.32% |
$2.26M - $2.56M
|
323K
$13M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.3K+ 168.72% |
$1.98M - $2.25M
|
91.3K
$3.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.8K+ 64.84% |
$1.9M - $2.15M
|
139K
$5.61M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52.2KNew |
$1.81M - $2.04M
|
52.2K
$2.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50.9KNew |
$1.76M - $2M
|
50.9K
$2.05M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
46.8KNew |
$1.62M - $1.83M
|
46.8K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
46KNew |
$1.59M - $1.8M
|
46K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46KNew |
$1.59M - $1.8M
|
46K
$1.85M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.8K+ 595.22% |
$1.41M - $1.6M
|
47.7K
$1.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.5K+ 64.32% |
$1.23M - $1.39M
|
90.6K
$3.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.1K+ 30.5% |
$1.22M - $1.38M
|
150K
$6.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.9KNew |
$1.21M - $1.37M
|
34.9K
$1.41M
|