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 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.94KNew |
$240K - $272K
|
6.94K
$280K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.93KNew |
$240K - $272K
|
6.93K
$279K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
6.6KNew |
$228K - $259K
|
6.6K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.41KNew |
$222K - $251K
|
6.41K
$258K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.22K+ 56.07% |
$215K - $244K
|
17.3K
$697K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.15K+ 4.35% |
$213K - $241K
|
147K
$5.94M
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.14K+ 3.98% |
$212K - $241K
|
160K
$6.46M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.87K+ 39.0% |
$203K - $230K
|
20.9K
$843K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.87K+ 39.0% |
$203K - $230K
|
20.9K
$843K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.85K+ 8.69% |
$202K - $229K
|
73.2K
$2.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.15K+ 8.42% |
$178K - $202K
|
66.3K
$2.67M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.08K+ 1.3% |
$176K - $199K
|
396K
$16M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5K+ 33.33% |
$173K - $196K
|
20K
$805K
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4.03K+ 1.44% |
$139K - $158K
|
284K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.7K+ 35.63% |
$128K - $145K
|
14.1K
$566K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.4KNew |
$117K - $133K
|
3.4K
$137K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.35KNew |
$116K - $131K
|
3.35K
$135K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17K+ 8.65% |
$110K - $124K
|
39.8K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.15KNew |
$109K - $123K
|
3.15K
$127K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.99K+ 2.69% |
$103K - $117K
|
114K
$4.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.9K+ 10.19% |
$100K - $114K
|
31.4K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9K+ 5.87% |
$100K - $114K
|
52.3K
$2.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.7KNew |
$93.4K - $106K
|
2.7K
$109K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.64K+ 36.92% |
$91.2K - $103K
|
9.78K
$394K
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.43K+ 2.41% |
$84.1K - $95.2K
|
103K
$4.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.35K+ 37.59% |
$81.2K - $92K
|
8.59K
$346K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.16KNew |
$74.6K - $84.5K
|
2.16K
$86.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 26.7% |
$70.4K - $79.7K
|
9.65K
$389K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.01K+ 1.41% |
$69.4K - $78.6K
|
144K
$5.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 4.84% |
$67K - $75.9K
|
41.9K
$1.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 12.08% |
$65K - $73.7K
|
17.4K
$703K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 28.26% |
$64.7K - $73.2K
|
8.48K
$342K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
1.73K+ 0.73% |
$59.9K - $67.8K
|
237K
$9.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$56.6K - $64.1K
|
1.64K
$65.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.55K+ 15.03% |
$53.7K - $60.8K
|
11.9K
$478K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 6.29% |
$53.4K - $60.4K
|
26.1K
$1.05M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$50.7K - $57.4K
|
1.47K
$59K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.29K+ 11.54% |
$44.7K - $50.7K
|
12.5K
$503K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.23K+ 17.43% |
$42.6K - $48.2K
|
8.29K
$334K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.18KNew |
$40.8K - $46.2K
|
1.18K
$47.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.18K+ 3.84% |
$40.7K - $46K
|
31.8K
$1.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 7.79% |
$38.1K - $43.1K
|
15.2K
$613K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
933+ 15.3% |
$32.3K - $36.6K
|
7.03K
$283K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
850New |
$29.4K - $33.3K
|
850
$34.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
809+ 8.74% |
$28K - $31.7K
|
10.1K
$405K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
794+ 11.55% |
$27.5K - $31.1K
|
7.67K
$309K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
759+ 8.79% |
$26.3K - $29.7K
|
9.4K
$378K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
723New |
$25K - $28.3K
|
723
$29.1K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
721+ 88.14% |
$24.9K - $28.2K
|
1.54K
$62K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
717+ 1.63% |
$24.8K - $28.1K
|
44.8K
$1.81M
|