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 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.2K+ 84.43% |
$1.18M - $1.34M
|
74.8K
$3.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
33.7KNew |
$1.17M - $1.32M
|
33.7K
$1.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.4K+ 609.6% |
$1.16M - $1.31M
|
38.9K
$1.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.5K+ 92.66% |
$1.02M - $1.16M
|
61.3K
$2.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
28.2KNew |
$976K - $1.11M
|
28.2K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.3KNew |
$909K - $1.03M
|
26.3K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
26.2KNew |
$905K - $1.02M
|
26.2K
$1.11M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.3KNew |
$877K - $993K
|
25.3K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.9K+ 19.64% |
$793K - $898K
|
140K
$5.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 22172.0% |
$767K - $869K
|
22.3K
$947K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.9KNew |
$757K - $857K
|
21.9K
$930K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
21.4KNew |
$742K - $840K
|
21.4K
$911K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$681K - $771K
|
19.7K
$837K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.3K+ 18.87% |
$667K - $755K
|
121K
$5.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 15.33% |
$634K - $718K
|
138K
$5.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.2K+ 24.72% |
$630K - $713K
|
91.8K
$3.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
17.8KNew |
$615K - $697K
|
17.8K
$756K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17.4K+ 98.18% |
$602K - $682K
|
35.1K
$1.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
16.8K+ 52.37% |
$583K - $660K
|
49K
$2.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
16.5K+ 68.04% |
$571K - $647K
|
40.8K
$1.73M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16.3K+ 5.47% |
$564K - $639K
|
314K
$13.3M
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
15.9K+ 9.12% |
$550K - $623K
|
190K
$8.09M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
15.7K+ 26.24% |
$543K - $615K
|
75.5K
$3.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.6K+ 44.06% |
$539K - $611K
|
51K
$2.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
14.1KNew |
$489K - $553K
|
14.1K
$600K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7K+ 85.22% |
$474K - $537K
|
29.8K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
13.6K+ 49.63% |
$470K - $532K
|
41K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.9KNew |
$446K - $504K
|
12.9K
$547K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12KNew |
$416K - $471K
|
12K
$511K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.6K+ 52.97% |
$400K - $453K
|
33.4K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.6K+ 70.34% |
$400K - $453K
|
28K
$1.19M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
11.5K+ 88415.38% |
$398K - $450K
|
11.5K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$392K - $444K
|
11.3K
$482K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$383K - $434K
|
11.1K
$471K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11KNew |
$380K - $430K
|
11K
$467K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$378K - $428K
|
10.9K
$464K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.3K+ 177.53% |
$355K - $402K
|
16K
$682K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.73K+ 20.81% |
$337K - $381K
|
56.5K
$2.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.58K+ 58.88% |
$332K - $375K
|
25.9K
$1.1M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.55K+ 31.14% |
$330K - $374K
|
40.2K
$1.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.16KNew |
$317K - $359K
|
9.16K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.65K+ 41.82% |
$299K - $339K
|
29.3K
$1.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.62K+ 139.28% |
$298K - $338K
|
14.8K
$629K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.48KNew |
$293K - $332K
|
8.48K
$360K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.37KNew |
$290K - $328K
|
8.37K
$356K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.37KNew |
$290K - $328K
|
8.37K
$356K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.11KNew |
$280K - $318K
|
8.11K
$345K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.98K+ 19.72% |
$276K - $313K
|
48.5K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.12KNew |
$246K - $279K
|
7.12K
$303K
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
7.01KNew |
$242K - $275K
|
7.01K
$298K
|